# David Yvars

> David Yvars is a fee-only financial advisor at The David J. Yvars Group in Valhalla, New York. David focuses on estate & legacy planning. The David J. Yvars Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-yvars-1046676/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The David J. Yvars Group
- **Based in:** Valhalla, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $359.3M across 1,000 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 1046676 (https://adviserinfo.sec.gov/individual/summary/1046676)
- **SEC registration:** Investment adviser representative in FL, NY
- **Exams passed:** Series 63 (1989), Series 65 (2022)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://yvarsgroup.com

## Frequently asked questions

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

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

### Where is David Yvars based?

David Yvars is based in Valhalla, New York.

### What does David specialize in?

David's specialties include estate & legacy planning.

### Is David Yvars registered with the SEC?

Yes. David Yvars is registered as an investment adviser representative in FL and NY (CRD 1046676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The David J. Yvars Group manage?

The David J. Yvars Group reports $359.3M across 1,000 accounts in assets under management.

### How do I contact David Yvars?

Through David's website, yvarsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1046676): 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://yvarsgroup.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.