D
David's Planning Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
The firm provides general financial planning to individuals and small businesses, including budgeting, retirement and non‑retirement investment guidance, insurance advice, tax advice and preparation, education planning, and retirement planning. Investment recommendations are generally limited to diversified bond or stock mutual funds and similar pooled vehicles rather than individual stocks or other specialized securities.
Services are tailored to each client’s requested scope and the firm generally favors a buy‑and‑hold, diversified mutual‑fund approach while explaining risks and aligning recommendations to a client’s financial situation and risk tolerance. The firm does not manage client assets, does not accept custody or discretionary authority, and uses hourly or flat planning fees instead of percentage‑of‑assets‑under‑management billing.
The firm’s principal holds CPA and CFP® credentials and a Series 65 license and brings over two decades of senior finance and CFO experience in marketing and media, and also provides tax‑preparation services as part of planning engagements. If a client’s needs exceed the firm’s scope, it may refer the client to an unaffiliated adviser and, in some cases, receive a fixed referral fee that is disclosed to the client in advance.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Flat fees range from $500 to $5,000 based on specific services, negotiable
$175-$250 per hour depending on length and complexity of engagement
Fee-only: Hourly rate between $175-$250 per hour; Flat fees range from $500 to $5,000 based on services, negotiable
Main office location
David's Planning Services, LLC
Eastchester NY, United States
Number of offices
1
Most active in
David's Planning Services, LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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