# Celeste Yu

> Celeste Yu is a fee-only financial advisor at Two Firs Financial in Seattle, Washington, who holds the CFP and EA credentials. Two Firs Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/celeste-yu/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Two Firs Financial
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.4M across 92 accounts
- **Credentials:** CFP, EA
- **CRD:** 6405886 (https://adviserinfo.sec.gov/individual/summary/6405886)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Celeste Yu a fee-only financial advisor?

Yes. Celeste Yu is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Celeste's firm.

### How does Celeste charge for financial advice?

Celeste's firm, Two Firs Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Celeste Yu based?

Celeste Yu is based in Seattle, Washington.

### What credentials does Celeste Yu hold?

Celeste Yu holds the CFP and EA credentials.

### Is Celeste Yu registered with the SEC?

Yes. Celeste Yu is registered as an investment adviser representative in WA (CRD 6405886), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Two Firs Financial manage?

Two Firs Financial reports $19.4M across 92 accounts in assets under management.

### How do I contact Celeste Yu?

Contact details aren't on file yet. Search for Two Firs Financial.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44959): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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