S Yeyni
Wealth-Builders · Bellevue, Washington
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.
Request an introduction to S →
Specialties
Who they serve
- Tech employees
- Pre-retirees
- Cross-border families
- Newcomers (immigration)
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 | $113.2M across 275 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2572234 |
| Exams passed | Series 63 (2001) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealth-builders.com |
Request an introduction to S
Tell S a little about what you're looking for. S 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 S
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.
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
- Wealth-Builders 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.
See something wrong? Request a correction. Read our methodology.