# David Case

> David Case is a fee-only financial advisor at Planful Finance in Lake Oswego, Oregon, who holds the CFP credential. David charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/david-case/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Planful Finance
- **Based in:** Lake Oswego, Oregon
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 1% a year on the first tier of assets managed; a $300,000 asset minimum
- **Assets under management (firm):** $53.7M across 60 accounts
- **Credentials:** CFP
- **CRD:** 7854515 (https://adviserinfo.sec.gov/individual/summary/7854515)
- **SEC registration:** Investment adviser representative in CA, NY, OR, TX, WA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.planfulfinance.com

## Frequently asked questions

### Is David Case a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Planful Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets and a one-time planning fee.

### How much does David charge?

According to Planful Finance's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed; a $300,000 asset minimum.

### Where is David Case based?

David Case is based in Lake Oswego, Oregon.

### What credentials does David Case hold?

David Case holds the CFP credential.

### Is David Case registered with the SEC?

Yes. David Case is registered as an investment adviser representative in CA, NY, OR, TX and WA (CRD 7854515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planful Finance manage?

Planful Finance reports $53.7M across 60 accounts in assets under management.

### How do I contact David Case?

Through David's website, www.planfulfinance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7854515): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.planfulfinance.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.