David Wilson
Ongoing Wealth Management · Key Largo, Florida
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.
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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 | $31.8M across 269 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1564158 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ongoingwealthmanagement.com |
How David's firm compares
- Ongoing Wealth Management's average account is about $118,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about David
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.
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
- 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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