David Mendels
DBM Planning · Mt. Kisco, New York
David Mendels is a fee-only financial advisor at DBM Planning in Mt. Kisco, New York, who holds the CFP credential. DBM Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | DBM Planning |
|---|---|
| Based in | Mt. Kisco, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.1M across 38 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2402542 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- DBM Planning's average account is about $371,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about David
Is David Mendels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and DBM 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, DBM Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Mendels based?
David Mendels is based in Mt. Kisco, New York.
What credentials does David Mendels hold?
David Mendels holds the CFP credential.
Is David Mendels registered with the SEC?
Yes. David Mendels is registered as an investment adviser representative in NY (CRD 2402542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DBM Planning manage?
DBM Planning reports $14.1M across 38 accounts in assets under management.
How do I contact David Mendels?
Contact details aren't on file yet. Search for DBM Planning.
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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