Yavapai Financial Planning, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“At our discretion, we may offer our services on a fixed fee basis, ranging from $500 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Yavapai Financial Planning, L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for these services are negotiable at the discretion of our firm principal and comparable services may be provided by other investment advisers for a lower fee.”
• “You are billed for the time spent by our firm, which is assessed in six-minute increments, and a partial increment will be treated as a whole.”
• “The balance of fees due are payable immediately upon our presentation of the plan or advice to you or your legal agent.”

How Yavapai Financial Planning, L.L.C.’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Prescott that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Arizona median of $3,100. 81% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Prescott that publish a flat or project fee charge less.

About Yavapai Financial Planning, L.L.C.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

Highest asset based fee in brochure

1.75% a year

Clients

72

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$47,327,107

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115912

Website

yfplan.com (opens in new tab)

Phone

(928) 445-7238

Other planners in Prescott that publish fees

• Brio Financial PlanningPrescott$1,000/yr
• Empirikal Partners LLCPrescott$200/hr
• Lane Brothers Investment CounselPrescott$1,500⁠-⁠$5,000
• Montoya Wealth ManagementPrescott$300/hr, $3,000⁠-⁠$6,000
• Percheron Consulting, LLCPrescott$150⁠-⁠$250/hr
• S.e. Thorn & Co.Prescott$185/hr, $1,000

Compare all 11 planners in Prescott