Merrill
43yrs
Top 1% by experience in San Luis Obispo
26yrs
David Whitcher
Full name on record: David Scott Whitcher
Financial advisor at Trellis Wealth Advisors
Based in San Luis Obispo, California, David Whitcher is a fiduciary financial advisor with 26 years of industry experience. David has been with Trellis Wealth Advisors since 2010; before that, David spent four years at S & Y Asset Management and six years at Stone & Youngberg. Trellis Wealth Advisors offers investment management and retirement plan consulting and is paid through a percentage of assets.
One of 153 advisors with offices in San Luis Obispo, and one of 127 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office1135 Santa Rosa Street Suite 310, San Luis Obispo, CA 93401
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.73 million
Advisors at the firm4
States licensed ?1 state
Services through Trellis Wealth Advisors
Investment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowTrellis Wealth Advisors, LLCCurrent firm
- 2005 – 2008S & Y Asset Management LLCPreviously
- 2005 – 2010Stone & Youngberg LLCPreviously
- Jun 2003 – Apr 2004Citicorp Investment ServicesPreviously
- Jan 2001 – Nov 2002Robertson Stephens, Inc.Previously
Contact David
(805) 548-8920Trellis Wealth Advisors main office 1135 Santa Rosa Street Suite 310San Luis Obispo, CA 93401Office · Get directions Firm websiteHTTPS://TRELLISWEALTH.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Trellis Wealth Advisors at (805) 548-8920 and ask for David Whitcher. David works from the San Luis Obispo, CA office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Trellis Wealth Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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