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).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Yavapai Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan A. Anderson
CRD#: 4881991
1458 West Gurley St, Prescott, AZ 86305

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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