Yehoshua Sternbach
Yields4U · Melville, New York
Yehoshua Sternbach is a fee-only financial advisor at Yields4U in Melville, New York, who holds the ChFC credential. Yehoshua focuses on retirement planning, tax planning and estate & legacy planning. Yields4U reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Yields4U |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $15.7M across 96 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NY · CRD 6616024 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.yields4u.com/podcasts/leibel-on-fire |
| Profile |
How Yehoshua's firm compares
- Yields4U's average account is about $164,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Yehoshua
Is Yehoshua Sternbach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yehoshua holds no broker registration, and Yields4U reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yehoshua charge for financial advice?
Yehoshua's firm, Yields4U, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yehoshua Sternbach based?
Yehoshua Sternbach is based in Melville, New York.
What does Yehoshua specialize in?
Yehoshua's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Yehoshua Sternbach hold?
Yehoshua Sternbach holds the ChFC credential.
Is Yehoshua Sternbach registered with the SEC?
Yes. Yehoshua Sternbach is registered as an investment adviser representative in NY (CRD 6616024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yields4U manage?
Yields4U reports $15.7M across 96 accounts in assets under management.
How do I contact Yehoshua Sternbach?
Through Yehoshua's website, www.yields4u.com/podcasts/leibel-on-fire.
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
- Yields4U 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.
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