# Joanne David

> Joanne David is a fee-only financial advisor at Keybase Financial Group in Edmonton, Alberta, Canada, who holds the CFP and FCSI credentials. Joanne charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from C$750 and C$240 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Keybase Financial Group
- **Based in:** Edmonton, Alberta, Canada
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from C$750; C$240 an hour
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, FCSI
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit)
- **Works with:** Pre-retirees, Executives, Founders
- **Website:** http://www.JoanneDavid.com

## Frequently asked questions

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

Yes. Joanne David is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Joanne charge for financial advice?

Joanne charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Joanne charge?

According to Keybase Financial Group's website, checked October 28, 2026: one-time plans from C$750; C$240 an hour.

### Where is Joanne David based?

Joanne David is based in Edmonton, Alberta, Canada.

### What does Joanne specialize in?

Joanne's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Joanne works with pre-retirees, executives and founders.

### What credentials does Joanne David hold?

Joanne David holds the CFP and FCSI credentials.

### How do I contact Joanne David?

Through Joanne's website, www.JoanneDavid.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.joannedavid.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.