# David Wells

> David Wells is a fee-only financial advisor at Wells Financial Management in Asheville, North Carolina, who holds the CFP credential. Wells Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-wells/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wells Financial Management
- **Based in:** Asheville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $132.7M across 98 accounts
- **Credentials:** CFP
- **CRD:** 1943352 (https://adviserinfo.sec.gov/individual/summary/1943352)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (1989), Series 65 (1990)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wellsfm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Wells Financial 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, Wells Financial Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Wells based?

David Wells is based in Asheville, North Carolina.

### What credentials does David Wells hold?

David Wells holds the CFP credential.

### Is David Wells registered with the SEC?

Yes. David Wells is registered as an investment adviser representative in NC and TX (CRD 1943352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wells Financial Management manage?

Wells Financial Management reports $132.7M across 98 accounts in assets under management.

### How do I contact David Wells?

Through David's website, www.wellsfm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1943352): 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

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