Joshua Stewart
YFP Wealth · New Albany, Ohio
Joshua Stewart is a fee-only financial advisor at YFP Wealth in New Albany, Ohio, who holds the CFP credential. YFP Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joshua →
Facts
| Firm | YFP Wealth |
|---|---|
| Based in | New Albany, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $53.2M across 715 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 8356638 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yfpwealth.com |
How Joshua's firm compares
- YFP Wealth's average account is about $74,000, from its Form ADV (assets managed divided by 715 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua 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 Joshua
Is Joshua Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and YFP Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, YFP Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Stewart based?
Joshua Stewart is based in New Albany, Ohio.
What credentials does Joshua Stewart hold?
Joshua Stewart holds the CFP credential.
Is Joshua Stewart registered with the SEC?
Yes. Joshua Stewart is registered as an investment adviser representative in MN (CRD 8356638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YFP Wealth manage?
YFP Wealth reports $53.2M across 715 accounts in assets under management.
How do I contact Joshua Stewart?
Through Joshua's website, yfpwealth.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
- 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.
See something wrong? Request a correction. Read our methodology.