David Mendels
Advisor at DBM Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DBM Planning, LLC
Location
Mt. Kisco, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
About
David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.
Expertise
Based on DBM Planning, LLC
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Financial planning fixed fees between $2,000 and $5,000, negotiated and agreed before service.
$0 - $200,000: 1.00% $200,001 - $400,000: 0.75% $400,001 - $600,000: 0.60% $600,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $2,500.00. Fee-only: Fixed financial planning fees ranging from $2,000 to $5,000, fee negotiable.
Location
Mt. Kisco, NY
Most active in
David M has reported serving >5 clients in these states in the last 12 months.
New York
Work history
DBM Planning, LLC
2023 - Present (3 years)
New York University
2005 - Present (21 years)
Creative Financial Concepts
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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