# David White

> David White is a fee-only financial advisor at Zermatt Wealth Advisors in San Diego, California. David focuses on estate & legacy planning and retirement planning. Zermatt Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-white-1027468/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zermatt Wealth Advisors
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $206.9M across 457 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 1027468 (https://adviserinfo.sec.gov/individual/summary/1027468)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1983), Series 65 (1992)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.wfasandiego.com/

## Frequently asked questions

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

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

### Where is David White based?

David White is based in San Diego, California.

### What does David specialize in?

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

### Is David White registered with the SEC?

Yes. David White is registered as an investment adviser representative in CA (CRD 1027468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zermatt Wealth Advisors manage?

Zermatt Wealth Advisors reports $206.9M across 457 accounts in assets under management.

### How do I contact David White?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1027468): 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://www.zermattwealthadvisors.com/): 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.