David Peartree is a CFP-designated registered investment advisor at Peartree Advisory, based in Rochester, NY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial planning services - Clients will pay either an hourly rate of $325/hour or an annual flat fee. The base rate for an annual flat fee is $2,750 but may be more depending on a client’s circumstances and needs.
One-Time Plan:$2,750
Hourly Rate:$325/hr
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Location
Rochester, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Peartree Advisory
June 2025 - Present · 11 mos
Previous Registrations
Brighton Securities CORP.
July 2024 - December 2024 · 5 mos
Brighton Securities Capital Management, INC.
March 2023 - June 2024 · 1 yr 3 mos
Brighton Securities Capital Management, INC.
August 2021 - December 2021 · 4 mos
Fsc Securities Corporation
May 2010 - August 2011 · 1 yr 3 mos
State Registrations1 state
NY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.