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YAVAPAI FINANCIAL PLANNING, L.L.C.
CRD 115912
1458 WEST GURLEY ST, PRESCOTT, AZ, 86305, United States
Phone
928-445-7238
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY MANAGEMENT FEES
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $22.5M |
| High net worth individuals | 14 | $17.5M |
| Charitable organizations | 7 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD