Celeste Yu
Two Firs Financial · Seattle, Washington
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.
Request an introduction to Celeste →
Facts
| Firm | Two Firs Financial |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.4M across 92 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in WA · CRD 6405886 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Celeste's firm compares
- Two Firs Financial's average account is about $210,000, from its Form ADV (assets managed divided by 92 accounts).
Request an introduction to Celeste
Tell Celeste a little about what you're looking for. Celeste isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Celeste
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.