# David's Planning Services, LLC

> David's Planning Services, LLC is a state-registered investment advisory firm, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 173609
- Filed as: DAVID'S PLANNING SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173609
- AdvisorCensus page: https://advisorcensus.com/firm/david-s-planning-services-llc-173609

## Quick answers

**How is David's Planning Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), David's Planning Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is David's Planning Services, LLC registered with the SEC or a state?**
David's Planning Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173609.

**Does David's Planning Services, LLC 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/173609

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David's Planning Services, LLC (CRD 173609): Form ADV filing data as of October 2026.