Yavapai Financial Planning, LLC
Yavapai Financial Planning, LLC (CRD# 115912) is a financial advisory firm headquartered in Prescott, AZ. They manage $35,068,887 in 153 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Yavapai Financial Planning, LLC
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$229,208
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Yavapai Financial Planning, LLC
1
Alan Anderson (CRD# 4881991) is an Investment Advisor Representative working at Yavapai Financial Planning, LLC in Prescott, AZ and has over 19 years of experience in the finance industry.
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