YAVAPAI FINANCIAL PLANNING, L.L.C.

Overview

Yavapai Financial Planning, L.L.C. is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning and discretionary portfolio services alongside non-discretionary advisory work. Service lines include comprehensive financial planning, portfolio management for individuals and small businesses, selection and oversight of third‑party advisers, and client education through seminars and workshops. The adviser charges fees in multiple formats — percentage of assets under management, hourly fees, fixed fees and other arrangements — and acts as a capital allocator, placing client capital with external managers when appropriate. Yavapai is not positioned as an ESG specialist, does not act as a pension consultant, and is not multi‑state in its adviser registration status.

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Location & Offices