David Wattenbarger
DRW Financial · Chattanooga, Tennessee
David Wattenbarger is a fee-only financial advisor at DRW Financial in Chattanooga, Tennessee, who holds the CAP and CFP credentials. DRW Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | DRW Financial |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $61.5M across 193 accounts |
| Credentials | CAP · CFP |
| SEC registration | Investment adviser representative in GA, IL, OK, TN, TX · CRD 4183339 |
| Exams passed | Series 66 (2000) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | drwfinancial.com |
How David's firm compares
- DRW Financial's average account is about $319,000, from its Form ADV (assets managed divided by 193 accounts).
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Questions about David
Is David Wattenbarger a fee-only financial advisor?
Yes. David Wattenbarger is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, DRW Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Wattenbarger based?
David Wattenbarger is based in Chattanooga, Tennessee.
What credentials does David Wattenbarger hold?
David Wattenbarger holds the CAP and CFP credentials.
Is David Wattenbarger registered with the SEC?
Yes. David Wattenbarger is registered as an investment adviser representative in GA, IL, OK, TN and TX (CRD 4183339), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does DRW Financial manage?
DRW Financial reports $61.5M across 193 accounts in assets under management.
How do I contact David Wattenbarger?
Through David's website, drwfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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