Cindy Yac
FCA · Houston, Texas
Cindy Yac is a fee-only financial advisor at FCA in Houston, Texas. Cindy focuses on tax planning, estate & legacy planning and founders (pre-exit). FCA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
Facts
| Firm | FCA |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $623.1M across 563 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6935523 |
| Exams passed | Series 65 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | fcacorp.com |
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Questions about Cindy
Is Cindy Yac a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cindy holds no broker registration, and FCA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cindy charge for financial advice?
Cindy's firm, FCA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cindy Yac based?
Cindy Yac is based in Houston, Texas.
What does Cindy specialize in?
Cindy's specialties include tax planning, estate & legacy planning and founders (pre-exit). Cindy works with retirees, pre-retirees, executives, founders and high earners.
Is Cindy Yac registered with the SEC?
Yes. Cindy Yac is registered as an investment adviser representative in TX (CRD 6935523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FCA manage?
FCA reports $623.1M across 563 accounts in assets under management.
How do I contact Cindy Yac?
Through Cindy's website, fcacorp.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
- FCA 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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