DC
CFP
DC
CFP
David Cawley is a CFP-designated registered investment advisor at Paraplan Ondemand, based in Pittsburgh, PA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Data entry and plan setup — approximately $500 per engagement, organizing client-provided information into financial planning software or templates
- Basic planning support — approximately $1,000 per engagement, covering baseline support such as retirement projection reviews, cash flow modeling, and goal-based modeling
- Comprehensive planning support — approximately $1,500 per engagement, providing detailed analysis across retirement, cash flow, taxes, insurance, estate, education, and debt planning
- Add-on analyses — approximately $250 per analysis for custom work such as Roth conversion reviews, Social Security analysis, or stock option analysis
- Meeting support — $250 per meeting to attend client meetings in a limited support capacity to explain modeling assumptions and methodology
One-Time Plan:$500 - $1,500
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Location
Pittsburgh, PA
Get directionsHistory
Regulatory History (1)
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Criminal
March 2008Final Disposition
Employment History
Current Registrations
Paraplan Ondemand
May 2026 - Present · 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
May 2025 - October 2025 · 5 mos
Cambridge Investment Research Advisors, INC.
May 2025 - October 2025 · 5 mos
Northwestern Mutual Investment Services,llc
September 2024 - February 2025 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
September 2024 - February 2025 · 5 mos
Legend Financial Advisors INC
July 2021 - July 2024 · 3 yrs
Advice and Planning Services
February 2019 - November 2020 · 1 yr 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2019 - November 2020 · 1 yr 10 mos
PNC InvestmentsBroker
March 2015 - September 2017 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
June 2014 - October 2014 · 4 mos
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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