Elizabeth Yoder
Dependent Financial Planning · Edgewater, Maryland
Elizabeth Yoder is a fee-only financial advisor at Dependent Financial Planning in Edgewater, Maryland, who holds the CFP credential. Elizabeth charges a percentage of assets, an ongoing planning fee and a one-time planning fee (0.9% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and family wealth transfer.
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Specialties
Facts
| Firm | Dependent Financial Planning |
|---|---|
| Based in | Edgewater, Maryland |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $47.3M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, MD, PA, TX · CRD 7231333 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dependentfinancialplanning.com |
| Profile |
How Elizabeth's firm compares
- Dependent Financial Planning's average account is about $263,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Elizabeth
Is Elizabeth Yoder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Dependent Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Elizabeth charge?
According to Dependent Financial Planning's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.
Where is Elizabeth Yoder based?
Elizabeth Yoder is based in Edgewater, Maryland.
What does Elizabeth specialize in?
Elizabeth's specialties include tax planning, estate & legacy planning and family wealth transfer.
What credentials does Elizabeth Yoder hold?
Elizabeth Yoder holds the CFP credential.
Is Elizabeth Yoder registered with the SEC?
Yes. Elizabeth Yoder is registered as an investment adviser representative in CA, CT, MD, PA and TX (CRD 7231333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dependent Financial Planning manage?
Dependent Financial Planning reports $47.3M across 180 accounts in assets under management.
How do I contact Elizabeth Yoder?
Through Elizabeth's website, www.dependentfinancialplanning.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
- Dependent 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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