Yfp Wealth fees and pricing
Financial planner in New Albany, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 23, 2026, Yfp Wealth charges a flat or project fee of $1,500 and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Fees for Life Planning include a one-time fee of $1,500 for an individual or $2,500 for a couple, paid in advance.”
- Annual fee
- $5,000/yr
“We charge a minimum annual fee of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yfp Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is paid by the client authorizing the firm to bill the client’s investment account, bank account, or credit card.”
- “For clients who pay via their bank account or credit card, an electronic payment processing system encrypts the client’s financial information.”
- “After execution of the client agreement, the client may terminate the agreement within five (5) business days and receive a full refund of any fees paid.”
How Yfp Wealth’s fees compare
- Its flat or project fee of $1,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
- Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.
About Yfp Wealth
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Social Security
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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 230
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $53,239,038
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282918
- Phone
- (614) 618-5901
Can advise clients in 22 states: Alabama, California, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/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.