Yz Financial Advisors LLC fees and pricing

Financial planner in Vienna, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Yz Financial Advisors LLC charges a quarterly fee of $597 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients enrolling in the Retirement GPS Program are charged a one-time onboarding fee of $1,500, payable at the time of new Client onboarding.”
“Clients enrolling in the Financial Fitness Program are charged a one-time onboarding fee of $1,500, payable at the time of new Client onboarding.”
“Billing Retirement GPS Program Investment advisory fees under the Retirement GPS Program are calculated by the Advisor and billed quarterly, in advance, based on the market value of assets under management with YZ Financial at the end of the prior quarter.”

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 22
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,431,834
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314477
Website: yzfinancialadvisors.com (opens in new tab)
Phone: (571) 200-6131

Can advise clients in 2 states: Maryland, Virginia

Is something on this page wrong or out of date?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.