Firm
Your Capital Financial
Winston Salem, North Carolina
Fee-only
Your Capital Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 332 individual clients, 56 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 339 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Winston Salem, North Carolina |
|---|---|
| Website | ycfnc.com |
| Phone | (336) 448-3623 |
Your Capital Financial 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.
| Account minimum | None |
|---|
In the firm's words
"No Minimums" 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 · Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 276 |
| High-net-worth clients | 56 |
| Accounts managed | 339 |
| Employees | 2 |
| Planning clients | 251-500 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 307377 |