David Warner
Warner Financial · Bethesda, Maryland
David Warner is a fee-only financial advisor at Warner Financial in Bethesda, Maryland, who holds the CFA credential. Warner Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Warner Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $851.8M across 747 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 4433138 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.warner-financial.com |
How David's firm compares
- Warner Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 747 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 Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Warner Financial 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, Warner Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Warner based?
David Warner is based in Bethesda, Maryland.
What credentials does David Warner hold?
David Warner holds the CFA credential.
Is David Warner registered with the SEC?
Yes. David Warner is registered as an investment adviser representative in MD (CRD 4433138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warner Financial manage?
Warner Financial reports $851.8M across 747 accounts in assets under management.
How do I contact David Warner?
Through David's website, www.warner-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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.