Yuan He
HY Financial · Rockville, Maryland
Yuan He is a fee-only financial advisor at HY Financial in Rockville, Maryland. HY Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | HY Financial |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $12.6M across 24 accounts |
| SEC registration | Investment adviser representative in MD · CRD 5860321 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hyfinancial.com |
| Profile |
How Yuan's firm compares
- HY Financial's average account is about $525,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Yuan
Is Yuan He a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yuan holds no broker registration, and HY Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yuan charge for financial advice?
Yuan's firm, HY Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Yuan He based?
Yuan He is based in Rockville, Maryland.
Is Yuan He registered with the SEC?
Yes. Yuan He is registered as an investment adviser representative in MD (CRD 5860321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HY Financial manage?
HY Financial reports $12.6M across 24 accounts in assets under management.
How do I contact Yuan He?
Through Yuan's website, www.hyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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
- 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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