Michael Garry
Yardley Wealth Management, LLC · Yardley, Pennsylvania
Michael Garry is a fee-only financial advisor at Yardley Wealth Management, LLC in Yardley, Pennsylvania, who holds the AIF, CFP and JD credentials. Michael focuses on small business owners and family wealth transfer. Yardley Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Yardley Wealth Management, LLC |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $231.6M across 571 accounts |
| Credentials | AIF · CFP · JD · MBA |
| SEC registration | Investment adviser representative in PA · CRD 2026666 |
| Exams passed | Series 66 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | yardleywealth.net |
| Profile |
How Michael's firm compares
- Yardley Wealth Management, LLC's average account is about $406,000, from its Form ADV (assets managed divided by 571 accounts).
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Questions about Michael
Is Michael Garry a fee-only financial advisor?
Yes. Michael Garry 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 Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Yardley Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Garry based?
Michael Garry is based in Yardley, Pennsylvania.
What does Michael specialize in?
Michael's specialties include small business owners and family wealth transfer. Michael works with founders.
What credentials does Michael Garry hold?
Michael Garry holds the AIF, CFP, JD and MBA credentials.
Is Michael Garry registered with the SEC?
Yes. Michael Garry is registered as an investment adviser representative in PA (CRD 2026666), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Yardley Wealth Management, LLC manage?
Yardley Wealth Management, LLC reports $231.6M across 571 accounts in assets under management.
How do I contact Michael Garry?
Through Michael's website, yardleywealth.net.
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
- Yardley Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
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