Donald Wales
Cresfund Advisors · Dunwoody, Georgia
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.
Request an introduction to Donald →
Facts
| Firm | Cresfund Advisors |
|---|---|
| Based in | Dunwoody, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.7M across 12 accounts |
| SEC registration | Investment adviser representative in GA, NC, TX · CRD 5207402 |
| Exams passed | Series 63 (2007) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cresfundadvisors.com |
How Donald's firm compares
- Cresfund Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 12 accounts).
Request an introduction to Donald
Tell Donald a little about what you're looking for. Donald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Donald
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.
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.
See something wrong? Request a correction. Read our methodology.