Yoshida Wealth Management, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Annual fee

$4,800/yr

“The minimum annual fee for this service is $4,800 for single clients and $6,000 for households of two or more persons.”

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

How Yoshida Wealth Management, Inc. bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Yoshida Wealth Management, Inc.’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 4 other planners in White Plains that publish an hourly rate charge less.
• Its annual fee of $4,800 is below the New York median of $6,250. 36% of the 80 other New York planners that publish an annual fee charge less.
• 2 of the 2 other planners in White Plains that publish an annual fee charge less.

About Yoshida Wealth Management, Inc.

• Principal: Narumi Yoshida
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

Minimum

$4,800 minimum fee (stated in brochure)

Clients

60

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$16,989,514

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305049

Website

YoshidaWealth.com (opens in new tab)

Phone

(212) 687-7886

Other planners in White Plains that publish fees

• FMD Wealth Advisors LLCWhite Plains$175⁠-⁠$600/hr, $1,500⁠-⁠$10,000
• Future Proof Consulting Group LLCWhite Plains$150/hr, $1,500
• Landau Advisory LLCWhite Plains$250
• Prato Capital ManagementWhite Plains$500/hr, $1,500⁠-⁠$10,000
• Prism Planning and Solutions GroupWhite Plains$1,800⁠-⁠$12,000, $100⁠-⁠$1,000/mo
• Saposh & Malter, Inc.White Plains$425/hr

Compare all 9 planners in White Plains