Narumi Yoshida
Yoshida Wealth Management, Inc. · White Plains, New York
Narumi Yoshida is a fee-only financial advisor at Yoshida Wealth Management, Inc. in White Plains, New York, who holds the CFP, CPA/PFS and EA credentials. Yoshida Wealth Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Yoshida Wealth Management, Inc. |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.4M across 60 accounts |
| Credentials | CFP · CPA/PFS · EA · CPA · PFS |
| SEC registration | Investment adviser representative in NY · CRD 6218218 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Narumi's firm compares
- Yoshida Wealth Management, Inc.'s average account is about $357,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Narumi
Is Narumi Yoshida a fee-only financial advisor?
Yes. Narumi Yoshida is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Narumi's firm.
How does Narumi charge for financial advice?
Narumi's firm, Yoshida Wealth Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Narumi Yoshida based?
Narumi Yoshida is based in White Plains, New York.
What credentials does Narumi Yoshida hold?
Narumi Yoshida holds the CFP, CPA/PFS, EA, CPA and PFS credentials.
Is Narumi Yoshida registered with the SEC?
Yes. Narumi Yoshida is registered as an investment adviser representative in NY (CRD 6218218), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Yoshida Wealth Management, Inc. manage?
Yoshida Wealth Management, Inc. reports $21.4M across 60 accounts in assets under management.
How do I contact Narumi Yoshida?
Contact details aren't on file yet. Search for Yoshida Wealth Management, Inc..
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
- XY Planning Network directory listing : XYPN members are fee-only
- 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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