# David Pankiw

> David Pankiw is a fee-only financial advisor at CUBIC Advisors in Wayne, Pennsylvania. David focuses on retirement planning, estate & legacy planning and family wealth transfer. CUBIC Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-pankiw/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CUBIC Advisors
- **Based in:** Wayne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $55.1M across 152 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 1476226 (https://adviserinfo.sec.gov/individual/summary/1476226)
- **SEC registration:** Investment adviser representative in FL, MD, PA
- **Exams passed:** Series 63 (1986), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.cubicadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and CUBIC Advisors 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, CUBIC Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Pankiw based?

David Pankiw is based in Wayne, Pennsylvania.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is David Pankiw registered with the SEC?

Yes. David Pankiw is registered as an investment adviser representative in FL, MD and PA (CRD 1476226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CUBIC Advisors manage?

CUBIC Advisors reports $55.1M across 152 accounts in assets under management.

### How do I contact David Pankiw?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1476226): 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
- The firm's website (https://www.cubicadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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