David Frank
Turning Point Planning LLC · Los Angeles, California
David Frank is a fee-only financial advisor at Turning Point Planning LLC in Los Angeles, California, who holds the CFP credential. David charges a percentage of assets and an ongoing planning fee (ongoing planning from $12,250 a year) and focuses on small business owners, retirement planning and student loans.
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Specialties
Facts
| Firm | Turning Point Planning LLC |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,250 a year |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 4033093 |
| Exams passed | Series 63 (2000) · Series 65 (2020) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | turningpointhq.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $12,250 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Turning Point Planning LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about David
Is David Frank a fee-only financial advisor?
Yes. David Frank is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 David's firm.
How does David charge for financial advice?
David charges a percentage of assets and an ongoing planning fee.
How much does David charge?
According to Turning Point Planning LLC's website, checked October 28, 2026: ongoing planning from $12,250 a year.
Where is David Frank based?
David Frank is based in Los Angeles, California.
What does David specialize in?
David's specialties include small business owners, retirement planning, student loans and tax planning.
What credentials does David Frank hold?
David Frank holds the CFP credential.
Is David Frank registered with the SEC?
Yes. David Frank is registered as an investment adviser representative in CA, LA and TX (CRD 4033093), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Turning Point Planning LLC manage?
Turning Point Planning LLC reports $1.25B across 4,262 accounts in assets under management.
How do I contact David Frank?
Through David's website, turningpointhq.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Turning Point Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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