# BEN-David Financial Planning

> BEN-David Financial Planning is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 127450
- Filed as: BEN-DAVID FINANCIAL PLANNING
- Legal name: BEN-David, Dorete
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127450
- AdvisorCensus page: https://advisorcensus.com/firm/ben-david-financial-planning-127450

## Quick answers

**How is BEN-David Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), BEN-David Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is BEN-David Financial Planning registered with the SEC or a state?**
BEN-David Financial Planning is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127450.

**How much does BEN-David Financial Planning manage?**
BEN-David Financial Planning reports $51,208,391 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does BEN-David Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does BEN-David Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127450

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,208,391
- Discretionary: $0
- Non-discretionary: $51,208,391

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $51,208,391 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bendavidfp.com](https://bendavidfp.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BEN-David Financial Planning (CRD 127450): Form ADV filing data as of October 2026.