Advisor at Yield Financial Advisors
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Firm
Yield Financial Advisors
Location
Mckinney, TX 75070
Credentials
ChFC®, Series 63
Industry experience
27 years
Wendell Brock is a financial advisor at Yield Financial Advisors in McKinney, TX, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been leading De Novo Strategy, Inc. since 2005. Outside of his advisory work, he serves as the executive director of CREED, a 501(c)(3) nonprofit organization. Yield Financial Advisors provides comprehensive, fee-based financial planning and consulting services to individuals, professionals, and small business owners. The firm follows a structured five-step engagement process and offers a wrap fee program along with affiliated insurance and tax advisory services.
Based on Yield Financial Advisors
Based on Yield Financial Advisors
Commissions may be earned on insurance products purchased through YFA or its representatives in addition to fees paid for financial planning services.
$250 per hour, billed in 15 minute increments, for consulting services under special limited circumstances.
Financial Plan Monitoring Fee is an annual fee paid monthly for ongoing monitoring services for certain business clients.
Fee-only: Financial planning fees range from $1,700 to $12,000 or more depending on client's personal situation.
6633 Eldorado Pkwy, 430
Mckinney, TX 75070
Iowa · Texas
De Novo Strategy, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
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