Firm
Yearwood Young Advisors LLC
Brooklyn, New York
Fee-only
Yearwood Young Advisors LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 24 individual clients, 14 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 65 accounts).
- Its ongoing planning fee starts at $6,600 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| Website | yy-advisors.com |
| [email protected] | |
| Phone | (347) 338-0278 |
Yearwood Young Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,600 a year |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$550+ for individuals / $675+ for couples" source
"0.5% - 1.0%" source
"0.5% - 1.0%" source
"$550+ for individuals / $675+ for couples" source
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 | $87 million |
| Individual clients | 10 |
| High-net-worth clients | 14 |
| Accounts managed | 65 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-127793) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 307719 |