David's Planning Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$250/hr

“The hourly rate will be between $175-$250 per hour, depending upon the length and complexity of the engagement.”

Flat or project fee

$500⁠-⁠$5,000

“The flat fee will range from $500 to $5000 based on the specific services and are negotiable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How David's Planning Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Depending upon who the individual is that the LLC refers them to, the LLC may receive a referral fee, which will be disclosed to the client in advance in writing.”
• “The type and estimate of the OOP costs expected to be incurred will be mutually agreed upon in writing in advance.”
• “Clients will be invoiced on a monthly basis as the costs/work is incurred.”

How David's Planning Services, LLC’s fees compare

• Its hourly rate of $175-$250 is below the New York median of $300. 20% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About David's Planning Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173609

Phone

(914) 527-2343

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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