# David Walsvick

> David Walsvick is a fee-only financial advisor at Walsvick Wealth Management in Phoenix, Arizona. David charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/david-walsvick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Walsvick Wealth Management
- **Based in:** Phoenix, Arizona
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.4M across 16 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5002093 (https://adviserinfo.sec.gov/individual/summary/5002093)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2012), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wwmwealth.net

## Frequently asked questions

### Is David Walsvick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Walsvick 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 charges a percentage of assets.

### Where is David Walsvick based?

David Walsvick is based in Phoenix, Arizona.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning.

### Is David Walsvick registered with the SEC?

Yes. David Walsvick is registered as an investment adviser representative in AZ (CRD 5002093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Walsvick Wealth Management manage?

Walsvick Wealth Management reports $4.4M across 16 accounts in assets under management.

### How do I contact David Walsvick?

Through David's website, www.wwmwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5002093): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wwmwealth.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.