David White
Attleboro Wealth Management · Yardley, Pennsylvania
David White is a fee-only financial advisor at Attleboro Wealth Management in Yardley, Pennsylvania, who holds the CFA credential. David focuses on retirement planning and tax planning. Attleboro Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Attleboro Wealth Management |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $129.3M across 628 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 7613239 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | attleborowealth.com |
How David's firm compares
- Attleboro Wealth Management's average account is about $206,000, from its Form ADV (assets managed divided by 628 accounts).
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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 Attleboro Wealth 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, Attleboro Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David White based?
David White is based in Yardley, Pennsylvania.
What does David specialize in?
David's specialties include retirement planning and tax planning. David works with retirees and pre-retirees.
What credentials does David White hold?
David White holds the CFA credential.
Is David White registered with the SEC?
Yes. David White is registered as an investment adviser representative in NJ, PA and TX (CRD 7613239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attleboro Wealth Management manage?
Attleboro Wealth Management reports $129.3M across 628 accounts in assets under management.
How do I contact David White?
Through David's website, attleborowealth.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
- Attleboro Wealth Management 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.
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