Dependent Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 330273
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.83%
- Individuals36.86%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dependent Financial Planning is an independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships and positions itself as a capital allocator that uses external managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm describes itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Elizabeth Yoder
FounderCRD 7231333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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