Yen Trac
Northern California Fiduciary Advisors · Berkeley, California
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.
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Specialties
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 | $16.0M across 46 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7924799 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ncfaplanning.com |
How Yen's firm compares
- Northern California Fiduciary Advisors's average account is about $348,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Yen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Berkeley
Other advisors in California who focus on retirement planning
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
- Northern California Fiduciary Advisors 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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