David Tomback
Earndex, LLC · New York, New York
David Tomback is a fee-only financial advisor at Earndex, LLC in New York, New York, who holds the CFP and MBA credentials.
- $32M
- Firm assets managed
- $913,000
- Firm's average account
- 2018
- First securities exam
How does David's firm compare?
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Earndex, LLC's average account is about $913,000, from its Form ADV (assets managed divided by 35 accounts).
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Earndex, LLC |
|---|---|
| Based in | New York, New York |
| Fee model | One-time planning fee |
| Assets under management | $32.0M across 35 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY, PA, TX · CRD 7056200 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | earndex.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Earndex, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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