Yearwood Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$7,000

“Fixed fee rates range from $3,000 to $7,000, based on complexity.”

Quarterly fee

$1,250⁠-⁠$3,250/qtr

“Fees are paid quarterly in arrears, ranging from $1,250 to $3,250 per quarter, based on complexity.”

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

How Yearwood Financial bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “For accounts with $600,000, or once a client’s assets exceed this threshold (which may be waived at the firm's discretion), the annual advisory fee is paid quarterly in arrears based on the value of Client's account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Yearwood Financial’s fees compare

• Its flat or project fee of $3,000-$7,000 spans the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 17 of the 52 other planners in New York that publish a flat or project fee charge less.

About Yearwood Financial

• Principal: Janet Yearwood
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342547

Phone

(914) 533-1166

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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