Your Planning Partner LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$110⁠-⁠$500/hr

“The hourly fee for these services is between $110 and $500.”

Flat or project fee

$1,000⁠-⁠$20,000

“Discrete Engagement Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $20,000.”

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

How Your Planning Partner LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of YPP's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”

How Your Planning Partner LLC’s fees compare

• Its hourly rate of $110-$500 spans the Florida median of $288. 62% of the 372 other Florida planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Florida median of $4,900. 80% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Your Planning Partner LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2016 (10 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

2.5% a year

Clients

86

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$90,654,208

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283647

Website

Yppllc.com (opens in new tab)

Phone

(561) 301-0008

Can advise clients in 4 states: Florida, New Jersey, Ohio, Pennsylvania

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens