Firm
Yaish Financial
Bergenfield, New Jersey
Fee-only
Yaish Financial at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 45 individual clients, 4 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Bergenfield, New Jersey |
|---|---|
| Phone | (201) 948-4040 |
Yaish Financial fees
Yaish Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 41 |
| High-net-worth clients | 4 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 269856 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Zulu Dreams Capital · Union City
- Zynergy Retirement Planning · Red Bank
- 3i Wealth Management · Fairfield
- ABE Capital Management · Short Hills
- Able Wealth Management · Toms River
- Accretive Wealth Partners · Parsippany
- Adviso Wealth · Princeton
- AEM Asset Management · Somerset