David Chew is a PFS-designated registered investment advisor at PFS Planning LLC, based in New York, NY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PFS Planning does not manage investment accounts directly. Instead, they refer clients to outside investment management firms. If a client uses one of these firms, PFS Planning may receive a referral fee of approximately 0.25% per year of the assets managed by that firm. This fee is paid to PFS Planning by the investment firm, not directly by the client.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the founder and manager of PFS Planning, LLC, an investment advisory firm since 2002. He serves as an investment and financial planning advisor, dedicating a few hours per week to this business.
Employment History
Current Registrations
PFS Planning LLC
State Registrations1 state
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