# David Tomback

> David Tomback is a fee-only financial advisor at Earndex, LLC in New York, New York, who holds the CFP and MBA credentials. David charges a one-time planning fee.

Page: https://find.wellspent.co/advisors/david-tomback/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Earndex, LLC
- **Based in:** New York, New York
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $32.0M across 35 accounts
- **Credentials:** CFP, MBA
- **CRD:** 7056200 (https://adviserinfo.sec.gov/individual/summary/7056200)
- **SEC registration:** Investment adviser representative in NY, PA, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://earndex.com

## Frequently asked questions

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

Yes. David Tomback is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David Tomback charge for financial advice?

David Tomback charges a one-time planning fee.

### Where is David Tomback based?

David Tomback is based in New York, New York.

### What credentials does David Tomback hold?

David Tomback holds the CFP and MBA credentials.

### Is David Tomback registered with the SEC?

Yes. David Tomback is registered as an investment adviser representative in NY, PA and TX (CRD 7056200), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Earndex, LLC manage?

Earndex, LLC reports $32.0M across 35 accounts in assets under management.

### How do I contact David Tomback?

Through David Tomback's website, earndex.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46053): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.earndex.com/): specialties, clients served, and fees, checked October 28, 2026

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