David Tomback
Advisor at Earndex, 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.
About
I founded Earndex to help others find and remain on a path to financial security.
I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals.
While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers.
Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
Expertise
Business ownership considerations
Tax strategies for small businesses
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
Fixed fee for investment advisory services ranging from $10,000 to $30,000 per year; Project-Based Financial Planning fixed fees range from $100 to $10,000; Comprehensive Financial Planning upfront fee from $500 to $3,000 plus ongoing monthly fee of $100 to $1,500
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Location
Bryn Mawr, PA
Most active in
David T has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania · Texas
Work history
Earndex, LLC
2019 - Present (7 years)
David Tomback Financial Planning
2017 - 2019 (2 years)
Full-time education (Financial Planning)
2017 - 2017 (1 year)
Yipit, Inc.
2011 - 2017 (6 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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