# Donald Wales

> Donald Wales is a fee-only financial advisor at Cresfund Advisors in Dunwoody, Georgia. Cresfund Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cresfund Advisors
- **Based in:** Dunwoody, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $13.7M across 12 accounts
- **CRD:** 5207402 (https://adviserinfo.sec.gov/individual/summary/5207402)
- **SEC registration:** Investment adviser representative in GA, NC, TX
- **Exams passed:** Series 63 (2007), Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.cresfundadvisors.com

## Frequently asked questions

### Is Donald Wales a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Cresfund Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Cresfund Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Wales based?

Donald Wales is based in Dunwoody, Georgia.

### Is Donald Wales registered with the SEC?

Yes. Donald Wales is registered as an investment adviser representative in GA, NC and TX (CRD 5207402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cresfund Advisors manage?

Cresfund Advisors reports $13.7M across 12 accounts in assets under management.

### How do I contact Donald Wales?

Through Donald's website, www.cresfundadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5207402): 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

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