David N. Hainsworth, C.P.A., P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
53
Advisors
1
of 1 employees
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
Expertise
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
3950 University Drive Suite 207
Fairfax VA 22030
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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