David Wells
Wells Financial Management · Asheville, North Carolina
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.
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Facts
| Firm | Wells Financial Management |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $132.7M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 1943352 |
| Exams passed | Series 63 (1989) · Series 65 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wellsfm.com |
How David's firm compares
- Wells Financial Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about David
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.
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.
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