Yahara Wealth Management LLC logo

Yahara Wealth Management LLC

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Client assets under management

$112,048,767

Clients

63

76% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

32

Low

Average account size

$1,778,552

About

Yahara Wealth Management is a two-advisor, fee-only registered investment adviser that provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers ongoing portfolio management, financial planning, and employee benefit plan services, and does not accept commissions or act as a custodian of client assets.

The firm’s investment approach rests on a belief in market efficiency and long-term, globally diversified asset allocation, typically implemented with low-cost passive mutual funds and ETFs and, where appropriate, customized laddered portfolios of individual fixed income securities. YWM supplements core passive exposures with third‑party research and tools (including resources from Dimensional Fund Advisors), may use model portfolios, and in some client situations recommends alternative or interval funds or engages third‑party fixed‑income managers.

Noteworthy aspects include a published educational platform targeted to emergency room physicians (erdocfinance.com) that contributes to its client acquisition and engagement, and a formal retirement-plan practice that coordinates limited-scope 3(21) fiduciary advice with a 3(38) discretionary investment manager for plan menu management. The firm recently exceeded $100 million in regulatory assets under management and is applying for SEC registration, an uncommon development for a two-advisor firm that also considers less liquid or niche investment vehicles when they align with client objectives.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Income planning Tax-loss harvesting Passive / index investing

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Mid-Career Professionals

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%

Project-based

Financial Planning Services fees based on scope; minimum $1,500 per quarter if Financial Planning Services are engaged separately; fees may be negotiable and are generally billed quarterly in advance.

Other

Minimum fee: $2,500 per quarter (minimum fee for Investment Advisory Services, may be waived or reduced at discretion) Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted.

Main office location

Yahara Wealth Management LLC

725 Heartland Trail, Suite 205

Madison WI 53717, United States

Number of offices

1

Most active in

Wisconsin

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

Andrew C

CFP®, Series 65

Madison, WI

Yahara Wealth Management LLC

Andrew Crone is a CFP® with seven years of industry experience, currently serving as an advisor at Yahara Wealth Management LLC since 2018. His prior experience includes a role at Robert W Baird & Co Inc and five years at the University of Wisconsin-Madison. Outside of advising, he manages a financial education membership site, Generous Steward LLC. Yahara Wealth Management LLC is a fee-only firm that provides comprehensive financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on broadly diversified, low-cost, tax-aware portfolios using primarily passive mutual funds and ETFs, managing accounts mostly on a discretionary basis while limiting trading activity to reduce costs and tax impact.

Charitable giving & philanthropy Income planning Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Mid-Career Professionals
user avatar

Leonard B

CFP®, Series 65

Madison, WI

Yahara Wealth Management LLC

Leonard Barry is a CFP® professional with 20 years of experience in financial advising. He has been with Yahara Wealth Management LLC since 2013. Outside of his advisory role, he serves as secretary and treasurer of Madison Expeditionary Learning Academy, an educational organization, and as treasurer of East Madison Little League. Yahara Wealth Management LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified, low-cost, tax-aware portfolios primarily using passively managed mutual funds and ETFs, and it offers comprehensive financial planning and employee benefit plan consulting.

Charitable giving & philanthropy Income planning Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Mid-Career Professionals
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