# David Wilson

> David Wilson is a fee-only financial advisor at Ongoing Wealth Management in Key Largo, Florida. Ongoing Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-wilson-1564158/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ongoing Wealth Management
- **Based in:** Key Largo, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $31.8M across 269 accounts
- **CRD:** 1564158 (https://adviserinfo.sec.gov/individual/summary/1564158)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1992)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.ongoingwealthmanagement.com

## Frequently asked questions

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

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

### Where is David Wilson based?

David Wilson is based in Key Largo, Florida.

### Is David Wilson registered with the SEC?

Yes. David Wilson is registered as an investment adviser representative in FL (CRD 1564158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Ongoing Wealth Management manage?

Ongoing Wealth Management reports $31.8M across 269 accounts in assets under management.

### How do I contact David Wilson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1564158): 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

---

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