YFP Wealth

RIASEC Registered

Total AUM

$53.2M

Discretionary

$53.2M

100% of AUM

Avg account

$74.5K

Accounts

715

Employees

Advisory reps

Firm details

Headquarters: New Albany, Ohio
CRD number: 282918
Registered since: March 13, 2020
Website: yfpwealth.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals75.62%
HNWI22.85%
Pension & Profit Sharing Plans1.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

YFP Wealth is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm is SEC-registered (registration year 2020) and operates across multiple states. Its client mix includes individual and family clients as well as some institutional relationships. Compensation comes through both AUM-based fees and fixed-fee arrangements. Core service lines cited on the firm’s ADV include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and client education such as seminars and workshops. YFP Wealth does not describe itself as a capital allocator.