Sam Fawaz
Y.D. Financial Services, Inc. · Southfield, Michigan
Sam Fawaz is a fee-only financial advisor at Y.D. Financial Services, Inc. in Southfield, Michigan, who holds the BBA, CFP and CPA credentials. Sam charges hourly fees, an ongoing planning fee, a flat fee or retainer and a percentage of assets.
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Facts
| Firm | Y.D. Financial Services, Inc. |
|---|---|
| Based in | Southfield, Michigan |
| Fee model | Hourly · Ongoing planning fee · Flat fee or retainer · Percentage of assets |
| Works virtually | Yes |
| Assets under management | $128.1M across 583 accounts |
| Credentials | BBA · CFP · CPA · MST |
| SEC registration | Investment adviser representative in MI, TN, TX · CRD 4708300 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ydfs.com |
How Sam's firm compares
- Y.D. Financial Services, Inc.'s average account is about $220,000, from its Form ADV (assets managed divided by 583 accounts).
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Questions about Sam
Is Sam Fawaz a fee-only financial advisor?
Yes. Sam Fawaz 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 Sam's firm.
How does Sam charge for financial advice?
Sam charges hourly fees, an ongoing planning fee, a flat fee or retainer and a percentage of assets.
Does Sam work with clients virtually?
Yes. Y.D. Financial Services, Inc. says on its website that it works with clients remotely.
Where is Sam Fawaz based?
Sam Fawaz is based in Southfield, Michigan.
What credentials does Sam Fawaz hold?
Sam Fawaz holds the BBA, CFP, CPA and MST credentials.
Is Sam Fawaz registered with the SEC?
Yes. Sam Fawaz is registered as an investment adviser representative in MI, TN and TX (CRD 4708300), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Y.D. Financial Services, Inc. manage?
Y.D. Financial Services, Inc. reports $128.1M across 583 accounts in assets under management.
How do I contact Sam Fawaz?
Through Sam's website, ydfs.com.
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
- Y.D. Financial Services, Inc. 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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