Yellow Oak Financial Planning, LLC fees and pricing
Financial planner in Simpsonville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2026, Yellow Oak Financial Planning, LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Ongoing Financial Planning YOFP collects an initial fee, no greater than $1000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yellow Oak Financial Planning, LLC 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.”
- “Fees are paid quarterly in arrears, ranging from $1000 to $5000.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 9 Project-Based Financial Planning We charge a fixed fee for Project-Based Financial Planning.”
How Yellow Oak Financial Planning, LLC’s fees compare
- Its flat or project fee of $1,000 is below the South Carolina median of $3,000. 11% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Yellow Oak Financial Planning, LLC
- Principal: Paola Martinez
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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 selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338146
- Phone
- (864) 432-6922
Other planners in Simpsonville that publish fees
- Clocktower Private WealthSimpsonville$500/hr, $2,500-$20,000
- Upstate Financial Planning, LLCSimpsonville$99-$250/hr
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
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.