David White
Zermatt Wealth Advisors · San Diego, California
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.
Request an introduction to David →
Specialties
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 | $206.9M across 457 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1027468 |
| Exams passed | Series 63 (1983) · Series 65 (1992) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wfasandiego.com |
| Profile |
How David's firm compares
- Zermatt Wealth Advisors's average account is about $453,000, from its Form ADV (assets managed divided by 457 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Other advisors in California who focus on estate & legacy planning
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
- Zermatt Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.