David Frisch
Frisch Financial Group, Inc. · New York, New York
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.
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Specialties
Who they serve
- Retirees
- Executives
- Multi-generational families
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 | $931.6M across 1,759 accounts |
| Credentials | CFP · CPA/PFS · CFS · CDFA · MSFS · CRPC |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 4547053 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | frischfinancial.com |
| Profile |
How David's firm compares
- Frisch Financial Group, Inc.'s average account is about $530,000, from its Form ADV (assets managed divided by 1,759 accounts).
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Questions about David
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.
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
- Frisch Financial Group, Inc. 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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