David Yu
Pacific United Planning · Playadel Rey, California
David Yu is a fee-only financial advisor at Pacific United Planning in Playadel Rey, California, who holds the CFP credential. Pacific United Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Pacific United Planning |
|---|---|
| Based in | Playadel Rey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $26.5M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5428447 |
| Exams passed | Series 63 (2007) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pacunited.com |
| Profile |
How David's firm compares
- Pacific United Planning's average account is about $252,000, from its Form ADV (assets managed divided by 105 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Yu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Pacific United Planning 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, Pacific United Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Yu based?
David Yu is based in Playadel Rey, California.
What credentials does David Yu hold?
David Yu holds the CFP credential.
Is David Yu registered with the SEC?
Yes. David Yu is registered as an investment adviser representative in CA and TX (CRD 5428447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific United Planning manage?
Pacific United Planning reports $26.5M across 105 accounts in assets under management.
How do I contact David Yu?
Through David's website, pacunited.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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.
See something wrong? Request a correction. Read our methodology.