PlannerFees

DBM Planning, LLC fees and pricing

Financial planner in Mt. Kisco, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, DBM Planning, LLC charges a flat or project fee of $2,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,000⁠-⁠$5,000
“The fixed fee can range between $2,000.00 and $5,000.00, depending on how many financial planning topics (described above in Item 4) are to be covered.”

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

How DBM Planning, LLC bills

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

  • “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis.”
  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “An account may be terminated with written notice at least 15 calendar days in advance.”

How DBM Planning, LLC’s fees compare

  • Its flat or project fee of $2,000-$5,000 spans the New York median of $4,500. 44% of the 251 other New York planners that publish a flat or project fee charge less.

About DBM Planning, LLC

“When we provide investment advisory services, we provide limited investment advice inside a long-term ongoing financial planning relationship.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: David Mendels
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
13
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$14,079,941
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
328758
Phone
(646) 452-3415

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.