YFP Wealth logo

YFP Wealth

Updated today

Total assets under management

$35,449,672

Total clients

143

0% high-net worth

Total advisors

4

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

36

Average account size

$247,900

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Initial fees ranging from $1,000-$2,500 for Comprehensive Financial Planning with Investment Management; initial fees ranging from $500-$2,000 for Investment Management; initial planning fee $1,000-$3,000 for Retirement Plan Services; one-time fees of $1,500 for individual and $2,500 for couple for Life Planning; Educational seminar fees range from $500-$10,000

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%

Other

Minimum fee: Minimum annual fee of $5,000 for Comprehensive Financial Planning with Investment Management; minimum annual fee of $1,000 for Investment Management service

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

YFP Wealth

118 E Main St.

New Albany OH 43054, United States

Number of offices

1

Advisors at this firm

Tim B

CFP®, RICP®

New Albany, OH

YFP Wealth

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Student loan debt Pharmacist Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Kimberly B

Series 65

New Albany, OH

YFP Wealth

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Ituoghirisic I

Series 65

New Albany, OH

YFP Wealth

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Angel M

CFP®, Series 63, Series 65

Edinburg, TX

YFP Wealth

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