Yandell Investments, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Yandell Investments, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Programs Financial Planning & Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yandell Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Certain managed account programs charge fees in arrears and will have differing methods of computation.”
- “Yandell Investments LLC advisory management fees are negotiable in the sole discretion of Yandell Investments LLC.”
- “In the event a client terminates an advisory agreement with Yandell Investments, LLC, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”
How Yandell Investments, LLC’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 19 of the 22 other planners in Orlando that publish an hourly rate charge less.
About Yandell Investments, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CPA.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 115
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $170,997,923
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332642
- Phone
- (407) 898-5777
Can advise clients in 4 states: Florida, Georgia, Nebraska, Texas
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
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.