David Yvars
The David J. Yvars Group · Valhalla, New York
David Yvars is a fee-only financial advisor at The David J. Yvars Group in Valhalla, New York, who holds the CFP credential. David focuses on estate & legacy planning. The David J. Yvars Group reports charging a percentage of assets on its Form ADV.
Request an introduction to David →
Specialties
Facts
| Firm | The David J. Yvars Group |
|---|---|
| Based in | Valhalla, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $359.3M across 1,000 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 5387045 |
| Exams passed | Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | yvarsgroup.com |
| Profile |
How David's firm compares
- The David J. Yvars Group's average account is about $359,000, from its Form ADV (assets managed divided by 1,000 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 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.
What credentials does David Yvars hold?
David Yvars holds the CFP credential.
Is David Yvars registered with the SEC?
Yes. David Yvars is registered as an investment adviser representative in FL and NY (CRD 5387045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- The David J. Yvars Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.