Ben-David Financial Planning

Overview

Ben‑David Financial Planning is a single‑advisor, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fixed fees and operates primarily on a non‑discretionary basis, meaning the adviser provides advice and implements client‑approved plans rather than routinely trading on discretionary authority. The practice is small and highly concentrated, which supports a hands‑on planning relationship and customized portfolio construction for a limited client roster. Investment activity centers on traditional pooled products and externally managed strategies rather than an in‑house capital allocation platform. The firm is not positioned as an ESG specialist, does not operate across multiple states, and does not present as a pension consultant or related‑adviser network. Advisory activities are narrowly focused on financial planning services and ongoing portfolio management for individual and small business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices