Yiu Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$25⁠-⁠$200/hr

“The negotiated hourly fee for these services is between $25 and $200.”

Flat or project fee

$200⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $200 and $5,000.”

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

How Yiu Advisors, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Yiu Advisor's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of Yiu Advisor’s fees, within five business days of signing the Financial Planning Agreement.”

How Yiu Advisors, LLC’s fees compare

• Its hourly rate of $25-$200 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$5,000 is below the California median of $5,000. 27% of the 796 other California planners that publish a flat or project fee charge less.

About Yiu Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

1% a year

Employees

2

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342347

Phone

(485) 886-7168

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• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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