Yin Financial Planning fees and pricing
Financial planner in Millburn, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Yin Financial Planning charges a flat or project fee of $750-$7,500 and an annual fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$7,500
“Limited Scope Engagement fee Services under the Limited Scope Engagement are charged on a flat-fee basis and range from $750 to $7,500 depending upon the expected work’s scope and complexity.”
- Annual fee
- $2,500-$10,000/yr
“Comprehensive Financial Planning Engagement fee YFP’s fee for a comprehensive financial planning engagement is an annual fixed fee ranging from $2,500 - $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yin Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are determined annually and payable quarterly, in advance.”
- “Clients pay YFP directly by check, credit card, or through an approved third-party provider.”
- “One-half of the flat fee is due at the beginning of the engagement and the remainder upon completion.”
How Yin Financial Planning’s fees compare
- Its flat or project fee of $750-$7,500 spans the New Jersey median of $5,000. 43% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- Its annual fee of $2,500-$10,000 spans the New Jersey median of $6,318. 47% of the 47 other New Jersey planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Yin Financial Planning
“When YFP provides investment advice to a client regarding their retirement plan account or individual retirement account, YFP and Ms. Comprehensive Financial Planning A comprehensive financial planning engagement provides comprehensive financial planning services for a fixed fee.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330087
- Phone
- (973) 283-5760
Other planners in Millburn that publish fees
- Kinvest Capital Management, Inc.Millburn$50-$500/hr, $250-$50,000
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.