Dave Frank
Advisor at XYPN Invest
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
David Frank is the financial planner for therapists and founder of Turning Point Planning.
He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most.
But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.
Client services
Based on XYPN Invest
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business Financial Management
Business ownership considerations
Wealth management
Occupation focus
Founder/Business Owner
Fee options
0.70%
$6,600
Sliding scale rates may be available for those who meet the income & net worth requirements.
Location
Los Angeles, CA
Most active in
Dave F has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
Work history
XYPN Invest
2025 - Present (1 year)
Turning Point Planning LLC
2020 - Present (6 years)
N/A
2019 - 2020 (1 year)
Stamps.com Inc.
2012 - 2019 (7 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.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
George G
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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