Yield Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,300,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
52
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$428,846
About
Yield Financial Advisors serves individuals, professionals, and small business owners, providing fee-based comprehensive financial planning, annual plan monitoring, and implementation support. The firm also offers a wrap-fee program and periodically holds educational workshops for clients and prospective clients.
The firm follows a five-step planning process—detailed data gathering, plan preparation, presentation, implementation assistance, and ongoing monitoring—which can take over six months to complete, with annual reviews and ad hoc access to the advisor between meetings. Yield Financial Advisors also states it may perform limited consulting on an hourly basis and separately provides investment management services under a different disclosure.
Compared with many small independent advisers, the firm is notable for its network of affiliated entities (De Novo Strategy, Yield Insurance Services, Yield Tax Advisors) and for offering insurance products and related implementation through those affiliates, with attendant commission compensation disclosed as a potential conflict. The brochure also discloses that the firm maintains a Code of Ethics, offers a wrap-fee program despite its solo-practitioner structure, and reports no disciplinary events.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
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.
Main office location
Yield Financial Advisors
6633 Eldorado Pkwy, 430
Mckinney TX 75070, United States
Number of offices
2
Most active in
Yield Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Iowa · 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.
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")