Alan Anderson
Yavapai Financial Planning · Prescott, Arizona
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.
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Who they serve
- Mid-life transitions
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 |
| Assets under management | $47.3M across 183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 4881991 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.yfplan.com |
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Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Yavapai Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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