# David Meschel

> David Meschel is a fee-only financial advisor at Meschel Wealth Management in Yardley, Pennsylvania, who holds the CFP credential. Meschel Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-meschel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Meschel Wealth Management
- **Based in:** Yardley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.5M across 433 accounts
- **Credentials:** CFP
- **CRD:** 6151678 (https://adviserinfo.sec.gov/individual/summary/6151678)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.meschelwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Meschel Wealth Management 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, Meschel Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Meschel based?

David Meschel is based in Yardley, Pennsylvania.

### What credentials does David Meschel hold?

David Meschel holds the CFP credential.

### Is David Meschel registered with the SEC?

Yes. David Meschel is registered as an investment adviser representative in NJ and PA (CRD 6151678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meschel Wealth Management manage?

Meschel Wealth Management reports $107.5M across 433 accounts in assets under management.

### How do I contact David Meschel?

Through David's website, www.meschelwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6151678): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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