Yardley Wealth Management, LLC
Yardley, Pennsylvania
Yardley Wealth Management, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 8 employees and 169 individual clients, 91 of them high net worth.
- Its average account is about $406,000 (assets it manages divided by its 571 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Yardley, Pennsylvania |
|---|---|
| Website | yardleywealth.net |
| [email protected] | |
| Phone | (267) 573-1019 |
Questions about Yardley Wealth Management, LLC
How is Yardley Wealth Management, LLC paid?
Yardley Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Yardley Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Yardley Wealth Management, LLC, and 2 hold the CFP.
What is the average account at Yardley Wealth Management, LLC?
Yardley Wealth Management, LLC's average account is about $406,000. That's the assets on its Form ADV divided by its 571 accounts.
What does Yardley Wealth Management, LLC specialize in?
Yardley Wealth Management, LLC's advisors and website list small business owners and family wealth transfer.
Yardley Wealth Management, LLC fees
Yardley Wealth Management, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $232 million |
| Individual clients | 78 |
| High-net-worth clients | 91 |
| Accounts managed | 571 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121464) |
| Financial planning | Offered |
| Form ADV filed | April 23, 2026 |
| SEC record | CRD 134311 |