Yu Financial Advice, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If service is terminated before completion, work completed will be billed at $250 per hour, and any remaining balance will be refunded.”

Monthly fee

$150⁠-⁠$999/mo

“Fees generally range from $150 to $999 per month.”

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

How Yu Financial Advice, LLC bills

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

• “Yu Financial Advice will not bill an amount above $500 more than six months in advance.”
• “Fees are paid in arrears upon completion of the engagement.”
• “Because fees are charged in arrears, no refund is necessary.”

How Yu Financial Advice, LLC’s fees compare

• Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Chesterfield that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Yu Financial Advice, LLC

• Principal: Misook Yu
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

192517

Website

YuAdvice.com (opens in new tab)

Phone

(314) 314-5707

Can advise clients in 2 states: California, Missouri

Other planners in Chesterfield that publish fees

• Bridgewater Asset Management LLCChesterfield$500/hr, $10,000
• Cedarmill FinancialChesterfield$150/hr, $200⁠-⁠$500
• MBM Wealth Consultants, LLCChesterfield$150/hr, $1,000⁠-⁠$5,000
• S.p. Parkin & CoChesterfield$150⁠-⁠$200/hr
• Syntegra Private Wealth Group LLCChesterfield$500⁠-⁠$10,000/yr
• Thousand Wealth ManagementChesterfield$2,000

Compare all 13 planners in Chesterfield