Advisor at Yu Financial Advice, LLC
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Firm
Yu Financial Advice, LLC
Location
Chesterfield, MO 63017
Credentials
CFP®, Series 65, Series 66
Industry experience
11 years
Misook Yu is a Certified Financial Planner® with 11 years of industry experience. She is the principal of Yu Financial Advice, LLC and has operated YU & Money LLC since 2017, a business focused on book publishing and providing general education on basic financial topics through seminars and online classes. Yu Financial Advice offers financial planning and advisory services primarily to individual clients, providing comprehensive written plans and project-based consulting that cover cash flow, retirement, insurance, tax strategies, estate planning, and college savings. The firm emphasizes client education and a suitability questionnaire to tailor plans, with investment recommendations focused on passive, low-cost index funds and ETFs using an asset-allocation approach.
Based on Yu Financial Advice, LLC
Based on Yu Financial Advice, LLC
Fixed project fees ranging from $1,500 to $5,500; ongoing monthly fees ranging from $150 to $999; engagement fees from $1,500 to $5,500 depending on scope.
$250 per hour with a one-hour minimum.
400 Chesterfield Center Suite 400
Chesterfield, MO 63017
California · Missouri
YU & Money LLC
2017 - Present (9 years)
YU Financial Advice LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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