Ping Yin is a CFP-designated registered investment advisor at Yin Financial Planning, based in Millburn, NJ, with 1 years of industry experience. Ping operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — Fixed fee ranging from $2,500 to $10,000 annually, determined by income, assets, and complexity.
- Limited scope financial planning — Flat fee ranging from $750 to $7,500 depending on scope and complexity.
Location
Millburn, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ping established Yin Financial Service, LLC, an accounting and tax preparation firm, in 2005 and is the Managing Member. Ping spends about a third of her time during normal working hours preparing tax returns for the firm's clients.
Employment History
Current Registrations
Yin Financial Planning
State Registrations1 state
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