Y
Yandell Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$122,795,695
Clients
115
35% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
115
Very HighAverage account size
$1,067,789
About
Yandell Investments primarily serves individual and high‑net‑worth clients, offering financial planning, asset management, and retirement‑plan consulting. Advisors implement portfolios that can include stocks, bonds, mutual funds, ETFs, alternative investments, and variable insurance products as part of client solutions.
The firm typically delivers discretionary portfolio management through programs supported by Commonwealth Financial Network, including PPS Select and PPS Custom model and wrap programs, and employs asset‑allocation and model‑based approaches alongside third‑party research. Custodial statements, trade execution, and fee billing are routed through Commonwealth’s clearing relationships, with Yandell retaining responsibility for suitability and client reviews.
Noteworthy for a firm of its size, Yandell has formal affiliations that are uncommon among peers: it partners with Commonwealth (an SEC‑registered adviser and platform provider) and maintains an affiliated insurance agency, Yandell & Company P.A.; an advisor at the firm is a licensed insurance agent who spends about 10% of their time offering commission‑based insurance products. The brochure discloses these relationships and related platform‑level financial benefits to advisors (such as administrative fee arrangements) and describes the firm’s conflict disclosures and ERISA/rollover considerations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Private / alternative investments
Fee options
Flat or fixed fees possible for financial planning and retirement plan consulting services; fees negotiable
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
One advisor is a licensed insurance agent and may receive commissions for insurance products; no advisory fee charged on such products
Hourly consulting or advisory rates up to $500 per hour for financial planning and retirement plan consulting
Account minimum: $25,000 Minimum fee: Minimum annual program fee of $600 ($150 quarterly) for certain PPS Select accounts Fee-only: Financial Planning & Consulting fees negotiable; hourly rate up to $500; flat/fixed fees possible; Retirement Plan Consulting fees negotiable with options for percentage of assets under advisement, flat fee, or hourly up to $500
Main office location
Yandell Investments, LLC
626 West Yale Street
Orlando FL 32804, United States
Number of offices
2
Most active in
Yandell Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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