David N. Hainsworth, C.P.A., P.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$0
About
David N. Hainsworth, C.P.A., P.C. provides portfolio management and financial planning for individuals (including high‑net‑worth clients), corporations and pension or profit‑sharing plans. The firm also operates as a CPA practice and may offer tax and accounting‑related services alongside its advisory work.
The adviser uses modern portfolio theory and a long‑term trading approach, documenting client goals, time horizon and risk tolerance in a written Investment Policy Statement and offering tailored or model portfolios. Advice is provided on a non‑discretionary basis (the firm does not execute client trades), accounts are reviewed at least monthly, and clients receive custodian statements and separate fee reporting.
Distinctive features noted in the brochure include the firm’s dual role as an accounting firm providing CPA services while offering investment advice, and its work with pension/profit‑sharing plan clients — both of which are uncommon among peers. The firm also regularly refers clients to third‑party managers (including Kornitzer Capital Management and the Buffalo Funds) and discloses receiving compensation from those advisers, a practice the brochure identifies as a potential source of conflicts clients should consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Between $5,000 and $11,200 for financial plans
$0 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$440 per hour
Main office location
David N. Hainsworth, C.P.A., P.C.
3950 University Drive Suite 207
Fairfax VA 22030, United States
Number of offices
1
Most active in
David N. Hainsworth, C.P.A., P.C. has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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