# S Yeyni

> S Yeyni is a fee-only financial advisor at Wealth-Builders in Bellevue, Washington, who holds the CFP credential. S charges a percentage of assets and hourly fees ($350 an hour and 1% a year on the first tier of assets managed) and focuses on cross-border (US / Canada), tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/s-yeyni/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth-Builders
- **Based in:** Bellevue, Washington
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $350 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $113.2M across 275 accounts
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada), Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Tech employees, Pre-retirees, Cross-border families, Newcomers (immigration)
- **CRD:** 2572234 (https://adviserinfo.sec.gov/individual/summary/2572234)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2001), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealth-builders.com/

## Frequently asked questions

### Is S Yeyni a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: S holds no broker registration, and Wealth-Builders reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does S charge for financial advice?

S charges a percentage of assets and hourly fees.

### How much does S charge?

According to Wealth-Builders's website, checked October 30, 2026: $350 an hour; 1% a year on the first tier of assets managed.

### Where is S Yeyni based?

S Yeyni is based in Bellevue, Washington.

### What does S specialize in?

S's specialties include cross-border (US / Canada), tax planning, estate & legacy planning and retirement planning. S works with tech employees, pre-retirees, cross-border families and newcomers (immigration).

### What credentials does S Yeyni hold?

S Yeyni holds the CFP credential.

### Is S Yeyni registered with the SEC?

Yes. S Yeyni is registered as an investment adviser representative in WA (CRD 2572234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth-Builders manage?

Wealth-Builders reports $113.2M across 275 accounts in assets under management.

### How do I contact S Yeyni?

Through S's website, wealth-builders.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2572234): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealth-builders.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.