Yoshida Wealth Management, Inc.

Yoshida Wealth Management, Inc. 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 1 employee and 60 individual clients.
• Its average account is about $357,000 (assets it manages divided by its 60 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Yoshida Wealth Management, Inc. fees

Yoshida Wealth Management, Inc. 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

Advisors at this firm (1)

• Narumi Yoshida

  CFP · CPA/PFS · EA