# David Wiedmeyer

> David Wiedmeyer is a fee-only financial advisor at KLD Wealth Management in Lebanon, Ohio, who holds the CFP credential. David charges hourly fees and focuses on retirement planning and real estate investors.

Page: https://find.wellspent.co/advisors/david-wiedmeyer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** KLD Wealth Management
- **Based in:** Lebanon, Ohio
- **Fee model:** Hourly
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.6M across 77 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Real estate investors
- **Works with:** Pre-retirees, Real estate investors
- **CRD:** 6626957 (https://adviserinfo.sec.gov/individual/summary/6626957)
- **SEC registration:** Investment adviser representative in KY, OH, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://kldwealth.com

## Frequently asked questions

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

Yes. David Wiedmeyer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges hourly fees.

### Does David work with clients virtually?

Yes. KLD Wealth Management says on its website that it works with clients remotely.

### Where is David Wiedmeyer based?

David Wiedmeyer is based in Lebanon, Ohio.

### What does David specialize in?

David's specialties include retirement planning and real estate investors. David works with pre-retirees and real estate investors.

### What credentials does David Wiedmeyer hold?

David Wiedmeyer holds the CFP credential.

### Is David Wiedmeyer registered with the SEC?

Yes. David Wiedmeyer is registered as an investment adviser representative in KY, OH and TX (CRD 6626957), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does KLD Wealth Management manage?

KLD Wealth Management reports $8.6M across 77 accounts in assets under management.

### How do I contact David Wiedmeyer?

Through David's website, kldwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/david-wiedmeyer-89760): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.kldwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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