David Meschel
Meschel Wealth Management · Yardley, Pennsylvania
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.
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Facts
| Firm | Meschel Wealth Management |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.5M across 433 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 6151678 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.meschelwealth.com |
| Profile |
How David's firm compares
- Meschel Wealth Management's average account is about $248,000, from its Form ADV (assets managed divided by 433 accounts).
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Questions about David
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.
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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