Y.D. Financial Services, Inc.
Southfield, Michigan
Y.D. Financial Services, Inc. at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 125 individual clients, 46 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 583 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Southfield, Michigan |
|---|---|
| Website | ydfs.com |
| [email protected] | |
| Phone | (734) 447-5305 |
Questions about Y.D. Financial Services, Inc.
How is Y.D. Financial Services, Inc. paid?
Y.D. Financial Services, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Y.D. Financial Services, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Y.D. Financial Services, Inc..
What is the average account at Y.D. Financial Services, Inc.?
Y.D. Financial Services, Inc.'s average account is about $220,000. That's the assets on its Form ADV divided by its 583 accounts.
Does Y.D. Financial Services, Inc. work with clients virtually?
Yes. Y.D. Financial Services, Inc.'s website says it works with clients virtually.
Y.D. Financial Services, Inc. fees
Y.D. Financial Services, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee, flat fee, percentage of assets. 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 | $128 million |
| Individual clients | 79 |
| High-net-worth clients | 46 |
| Accounts managed | 583 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-134115) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 128995 |