Elizabeth Yoder
Advisor at Dependent Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Dependent Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dependent Financial Planning
Location
Edgewater, MD
Credentials
CFP®
Industry experience
6 years
Elizabeth Yoder is a CFP® professional with six years of industry experience. She is the sole advisor at Dependent Financial Planning, where she has worked since 2024. Her prior experience includes roles at Hibernia Wealth Partners, Private Advisor Group, Bay Point Wealth, and The Family Firm. Dependent Financial Planning is an independent firm that offers fee-only investment management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, charitable organizations, and employer plan sponsors. The firm’s investment approach combines asset allocation and Modern Portfolio Theory, employing both passive and active strategies, with options for socially responsible investing and held-away account reviews.
Based on Dependent Financial Planning
Based on Dependent Financial Planning
Fixed fees range from $840 to $8,000 for project-based financial planning; $1,000 to $5,000 per seminar
$0 - $50,000: 0.90% $50,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001+: 0.70%
$320 per hour for project-based financial planning
Ongoing Financial Planning fees range from $70 to $670 per month, paid monthly in arrears
Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
Edgewater, MD
Connecticut · Maryland · Pennsylvania · Texas
Dependent Financial Planning LLC
2024 - Present (2 years)
Hibernia Wealth Partners, LLC
2023 - 2024 (1 year)
Private Advisor Group, LLC
2021 - 2023 (2 years)
Bay Point Wealth
2019 - 2021 (2 years)
The Family Firm
2017 - 2019 (2 years)
UNEMPLOYED
2016 - 2017 (1 year)
L'Arche Greater Washington DC
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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