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The Yanker Group

Updated today

Client assets under management

$291,579,481

Clients

472

44% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

94

High

Average account size

$617,753

About

The Yanker Group provides fee-based discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, as well as corporate and retirement plan clients. Services described in the brochure include portfolio management, comprehensive financial planning, and hourly consulting addressing retirement, tax, estate and cash-flow planning.

The firm uses custodial and program platforms offered through LPL Financial — including Strategic Wealth Management (SWM I/II), Optimum Market Portfolios, Model Wealth Portfolios and access to third‑party managers — and implements portfolios with mutual funds, ETFs, individual equities and fixed income, and alternative investments. Investment decisions are informed by fundamental, technical and cyclical analysis as well as Modern Portfolio Theory, with ongoing supervision, at least quarterly reviews, and the option for discretionary authority where clients permit.

The Yanker Group is a small team managing roughly $296 million for about 472 clients, producing a comparatively high client load per advisor for a firm of its size, and it pairs LPL platform features (including an SWM II no‑transaction‑fee option that the brochure notes is not a wrap program) with services such as company stock option analysis and intergenerational wealth transfer planning. Advisors are dual‑registered with an independent broker‑dealer and hold insurance licenses, so clients may implement recommendations via advisory accounts or separate brokerage or insurance transactions; the brochure discloses potential conflicts and the firm’s compliance and reporting practices.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Fixed financial planning fees generally range from $200 to $15,000 depending on complexity

Percentage

$10,000 - $499,999: 1.10% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000 - Plus: 0.50%

Commissions

Commissions charged by LPL Financial for brokerage transactions; no advisory fees charged on commission products

Project-based

Hourly consulting fees range from $200 to $400 per hour, may exceed $400 with approval

Other

Account minimum: $10,000 Fee-only: Hourly fees range from $200 to $400 per hour; fixed fees range from $200 to $15,000 depending on complexity

Main office location

The Yanker Group

13611 Barrett Office Dr., Ste. 100

Manchester MO 63021, United States

Number of offices

1

Most active in

Illinois · Missouri

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Joseph F

Series 63, Series 65

Manchester, MO

The Yanker Group

Joseph Farhatt is a financial advisor at The Yanker Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Yanker Group since 2015, also maintaining a role with LPL Financial since 2011. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, providing discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm manages approximately $265 million in client assets and operates on an open-architecture platform through LPL Financial, offering access to a broad range of investment products and implementing strategies based on fundamental, technical, cyclical analysis, and Modern Portfolio Theory.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Scott Y

CFP®, Series 63, Series 65

Manchester, MO

The Yanker Group

Scott Yanker is a CFP® with 41 years of experience in the financial services industry. He has been with The Yanker Group since 2015 and has also worked at LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2003. Outside of his advisory work, he is involved in a bed and breakfast business operated with family members. The Yanker Group primarily serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering portfolio management, financial planning, and consulting services. The firm utilizes an open-architecture platform through LPL Financial and employs a variety of investment strategies, maintaining a higher client load per advisor than typical for similar supported practices.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Sampson N

CFP®, Series 66

Manchester, MO

The Yanker Group

Sampson Norton is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with The Yanker Group and has prior experience at LPL Financial LLC, MML Investors Services, Mass Mutual Life Insurance Co, and several other financial firms. Norton serves as a board member for the nonprofit Buddy Fund in St. Louis, MO. The Yanker Group serves individual and high-net-worth clients, retirement accounts, trusts, and select corporate clients, managing approximately $265 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and hourly consulting through an open-architecture platform with a range of investment options, and it sponsors a wrap fee program while maintaining a higher client load per advisor than typical supported practices.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Carlye K

CFP®, Series 63, Series 66

Manchester, MO

The Yanker Group

Carlye Knight is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Yanker Group in Manchester, MO. Her prior experience includes roles at Morgan Stanley and LPL Financial. The Yanker Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, and select corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and hourly consulting. The firm utilizes an open-architecture platform through LPL Financial and manages approximately $265 million in client assets across a three-advisor team.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Stephen T

Series 63, Series 66

Manchester, MO

The Yanker Group

Stephen Tichacek is a financial advisor at The Yanker Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Scottrade. The Yanker Group primarily serves individual and high-net-worth clients, retirement accounts, trusts, and select corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $265 million in assets across about 646 client relationships and operates on an open-architecture platform through LPL Financial.

Retirement income strategy General tax planning Business succession planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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