David N. Wells, CFP^®

MBA,

President

Wells Financial Management

56 Central Ave, Suite 105
Asheville, NC 28801-2459

FINANCIAL ADVISOR'S WEBSITE

www.wellsfm.com

(888) 286-2889

+1 More Number

(828) 252-4144

CONNECT WITH David

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Investment advisers are fiduciaries. We do not work on commissions of any kind. Our professional fee-only compensation structure aligns our interests with yours and promotes a long-term relationship based on openness and honesty.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

General

David Wells is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Financial Management in Asheville, NC and the surrounding communities.

Financial Advisor Overview

We are passionate about making a real difference in people’s lives. Our advice is clear, straight forward and strives to be entirely free of the conflicts of interest that are frequently present in most traditional investment advisory relationships. We take great pride in having structured our business in such a way that we believe best allows us to always act solely in your best interest in pursuit of your financial goals.

Financial Advisor Experience

I have been preparing financial plans and managing investment portfolios for over 25 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances