Dave Flegal
Flegal Financial Planning · Berea, Ohio
Dave Flegal is a fee-only financial advisor at Flegal Financial Planning in Berea, Ohio, who holds the CFP, CPA and MBA credentials.
- $14M
- Firm assets managed
- $333,000
- Firm's average account
How does Dave's firm compare?
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Flegal Financial Planning's average account is about $333,000, from its Form ADV (assets managed divided by 43 accounts).
Questions about Dave
Is Dave Flegal a fee-only financial advisor?
Yes. Dave Flegal is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dave's firm.
How does Dave Flegal charge for financial advice?
Dave's firm, Flegal Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dave Flegal based?
Dave Flegal is based in Berea, Ohio.
What credentials does Dave Flegal hold?
Dave Flegal holds the CFP, CPA and MBA credentials.
Is Dave Flegal registered with the SEC?
Yes. Dave Flegal is registered as an investment adviser representative in OH (CRD 7499381), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flegal Financial Planning manage?
Flegal Financial Planning reports $14.3M across 43 accounts in assets under management.
How do I contact Dave Flegal?
Contact details aren't on file yet. Search for Flegal Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Flegal Financial Planning |
|---|---|
| Based in | Berea, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.3M across 43 accounts |
| Credentials | CFP · CPA · MBA |
| SEC registration | Investment adviser representative in OH · CRD 7499381 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Other fee-only advisors in Ohio
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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