Yields for You, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly rate is $400 per hour, depending on complexity.”

Annual fee

$30,000/yr

“Fees range from free to $30,000 per year per participant.”

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

How Yields for You, LLC bills

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

• “Fees are negotiable and subject to change.”
• “Our advisory fee is negotiable based on the complexity and level of services provided.”
• “The annual fees are paid in arrears on a monthly basis.”

How Yields for You, LLC’s fees compare

• Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Melville that publish an hourly rate charge less.
• Its annual fee of $30,000 is above the New York median of $6,250. 94% of the 80 other New York planners that publish an annual fee charge less.
• 2 of the 2 other planners in Melville that publish an annual fee charge less.

About Yields for You, LLC

• Principal: Yehoshua Sternbach
• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

2.5% a year

Clients

28

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$15,742,124

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317662

Website

podcasts.apple.com/us/podcast/leibel-on-fire/id1605484544 (opens in new tab)

Phone

(410) 914-4894

Other planners in Melville that publish fees

• Clear Point Advisors, Inc.Melville$300/hr, $500⁠-⁠$5,000
• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• Heller Wealth ManagementMelville$150⁠-⁠$400/hr, $1,500⁠-⁠$5,000
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Landmark Wealth Management, LLCMelville$250/hr
• Li Wealth Management IncMelville$250/hr, $7,500

Compare all 15 planners in Melville