David Case
Planful Finance · Lake Oswego, Oregon
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).
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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 | $53.7M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, OR, TX, WA · CRD 7854515 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.planfulfinance.com |
| Profile |
How David's firm compares
- A one-time plan starts at $500, below the Oregon median of $2,500 for fee-only firms that publish prices.
- Planful Finance's average account is about $894,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Planful Finance website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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