# David Frisch

> David Frisch is a fee-only financial advisor at Frisch Financial Group, Inc. in New York, New York, who holds the CFP, CPA/PFS and CFS credentials. David focuses on retirement planning, estate & legacy planning and tax planning. Frisch Financial Group, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-frisch/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Frisch Financial Group, Inc.
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $931.6M across 1,759 accounts
- **Credentials:** CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners, Equity compensation
- **Works with:** Retirees, Executives, Multi-generational families
- **CRD:** 4547053 (https://adviserinfo.sec.gov/individual/summary/4547053)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://frischfinancial.com

## Frequently asked questions

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

Yes. David Frisch is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Frisch Financial Group, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Frisch based?

David Frisch is based in New York, New York.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and equity compensation. David works with retirees, executives and multi-generational families.

### What credentials does David Frisch hold?

David Frisch holds the CFP, CPA/PFS, CFS, CDFA, MSFS and CRPC credentials.

### Is David Frisch registered with the SEC?

Yes. David Frisch is registered as an investment adviser representative in FL, NY and TX (CRD 4547053), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Frisch Financial Group, Inc. manage?

Frisch Financial Group, Inc. reports $931.6M across 1,759 accounts in assets under management.

### How do I contact David Frisch?

Through David's website, frischfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5500): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://frischfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

---

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