David Walquist
Investifi Wealth Management · Kimberly, Idaho
David Walquist is a fee-only financial advisor at Investifi Wealth Management in Kimberly, Idaho, who holds the CFP and PFS credentials. Investifi Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Investifi Wealth Management |
|---|---|
| Based in | Kimberly, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.8M across 76 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in ID, NV · CRD 7440815 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investifiwealth.com |
How David's firm compares
- Investifi Wealth Management's average account is about $50,000, from its Form ADV (assets managed divided by 76 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Walquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Investifi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Investifi Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Walquist based?
David Walquist is based in Kimberly, Idaho.
What credentials does David Walquist hold?
David Walquist holds the CFP and PFS credentials.
Is David Walquist registered with the SEC?
Yes. David Walquist is registered as an investment adviser representative in ID and NV (CRD 7440815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investifi Wealth Management manage?
Investifi Wealth Management reports $3.8M across 76 accounts in assets under management.
How do I contact David Walquist?
Through David's website, www.investifiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.