David Chew
PFS Planning · New York, New York
David Chew is a fee-only financial advisor at PFS Planning in New York, New York, who holds the PFS credential. PFS Planning reports charging hourly fees on its Form ADV.
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Facts
| Firm | PFS Planning |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NY · CRD 4877789 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pfs-planning.com |
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Questions about David
Is David Chew a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and PFS Planning 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's firm, PFS Planning, reports charging hourly fees on its SEC Form ADV.
Where is David Chew based?
David Chew is based in New York, New York.
What credentials does David Chew hold?
David Chew holds the PFS credential.
Is David Chew registered with the SEC?
Yes. David Chew is registered as an investment adviser representative in NY (CRD 4877789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact David Chew?
Through David's website, www.pfs-planning.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
- 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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