# Yen Trac

> Yen Trac is a fee-only financial advisor at Northern California Fiduciary Advisors in Berkeley, California. Yen focuses on retirement planning and estate & legacy planning. Northern California Fiduciary Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Northern California Fiduciary Advisors
- **Based in:** Berkeley, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $16.0M across 46 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 7924799 (https://adviserinfo.sec.gov/individual/summary/7924799)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ncfaplanning.com

## Frequently asked questions

### Is Yen Trac a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Yen holds no broker registration, and Northern California Fiduciary Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Yen charge for financial advice?

Yen's firm, Northern California Fiduciary Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Yen Trac based?

Yen Trac is based in Berkeley, California.

### What does Yen specialize in?

Yen's specialties include retirement planning and estate & legacy planning.

### Is Yen Trac registered with the SEC?

Yes. Yen Trac is registered as an investment adviser representative in CA (CRD 7924799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northern California Fiduciary Advisors manage?

Northern California Fiduciary Advisors reports $16.0M across 46 accounts in assets under management.

### How do I contact Yen Trac?

Through Yen's website, ncfaplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7924799): 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://www.ncfaplanning.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.