Ben-David Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,208,391
Clients
20
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$2,560,420
About
Ben-David Financial Planning provides comprehensive financial planning and portfolio management to individuals, couples, families and business owners. The firm serves a small client base (about 20 households) while managing a multi‑million dollar asset pool, and delivers customized, goal‑oriented advice tailored to each client’s circumstances.
The firm implements portfolios primarily with no‑load mutual funds and may include individual bonds and alternative investments as appropriate, reallocating when allocations or client objectives change. While the adviser generally obtains a limited trading authorization for administrative trading, clients are expected to review custodial statements and retain responsibilities such as proxy voting, reflecting a largely non‑discretionary practice in how accounts are handled.
Compared with many peers, the firm uses a fixed retainer model rather than standard percentage‑of‑AUM billing and operates on a fee‑only basis without accepting third‑party compensation. It is a solo practitioner practice that emphasizes individualized service, adherence to professional codes (NAPFA/CFP Board standards), and maintaining client control over certain account authorities.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Minimum fee: Fixed retainer billed quarterly in arrears, typically $2,500 - $5,000 per quarter ($10,000 - $20,000 per year), may exceed $5,000/quarter based on complexity Fee-only: Fixed retainer fees as described above; no commissions charged
Main office location
Ben-David Financial Planning
Shingle Springs CA, United States
Number of offices
1
Most active in
Ben-David Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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