Firm
YFP Wealth
New Albany, Maryland
Fee-only
YFP Wealth at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 230 individual clients, 9 of them high net worth.
- Its average account is about $74,000 (assets it manages divided by its 715 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | New Albany, Maryland |
|---|---|
| Website | yfpwealth.com |
YFP Wealth fees
YFP Wealth 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 | $53 million |
| Individual clients | 221 |
| High-net-worth clients | 9 |
| Accounts managed | 715 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-118236) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 282918 |
Advisors at this firm (4)
Other fee-only firms in Maryland
- YGC Wealth · Lanham
- 1 North Wealth Services · Annapolis
- A.G. Campbell Advisory · Baltimore
- AAA Advisory · Walkersville
- Abel Financial · Eldersburg
- Accordant Advisory Group · Annapolis
- Addax Bridge Financial · North Bethesda
- Advocate Investing Services · Woodbine