Firm
YeskeBuie
Vienna, Virginia
Fee-only
YeskeBuie at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 11 advisors are listed here; all hold the CFP.
- Its Form ADV reports 17 employees and 466 individual clients, 225 of them high net worth.
- Its average account is about $715,000 (assets it manages divided by its 1,495 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Vienna, Virginia |
|---|---|
| Website | live-big.us |
| Phone | (800) 772-1887 |
YeskeBuie fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $3,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.00% per year on the first $5,000,000, plus" source
"Our minimum new account size is $3,000,000." source
"This integrated service is covered by a single fee, calculated as a percentage of invested assets." 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 |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 241 |
| High-net-worth clients | 225 |
| Accounts managed | 1,495 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-68187) |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 143234 |