# Alan Anderson

> Alan Anderson is a fee-only financial advisor at Yavapai Financial Planning in Prescott, Arizona, who holds the CFP credential. Yavapai Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-anderson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Yavapai Financial Planning
- **Based in:** Prescott, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $47.3M across 183 accounts
- **Credentials:** CFP
- **Works with:** Mid-life transitions
- **CRD:** 4881991 (https://adviserinfo.sec.gov/individual/summary/4881991)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2005), Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.yfplan.com

## Frequently asked questions

### Is Alan Anderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Yavapai Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Yavapai Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alan Anderson based?

Alan Anderson is based in Prescott, Arizona.

### What credentials does Alan Anderson hold?

Alan Anderson holds the CFP credential.

### Is Alan Anderson registered with the SEC?

Yes. Alan Anderson is registered as an investment adviser representative in AZ (CRD 4881991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Yavapai Financial Planning manage?

Yavapai Financial Planning reports $47.3M across 183 accounts in assets under management.

### How do I contact Alan Anderson?

Through Alan's website, www.yfplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4881991): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://yfplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.