Yin Financial Planning, L.L.C. (YFP) provides financial planning services to clients. This includes taxes, cash flow, retirement, investment allocation, security selection, estate, insurance, education and employee benefits. YFP does not sell financial products or securities and is not affiliated with entities that do.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$2,500 - $10,000/year
One-Time Plan:$750 - $10,000
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