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Your Choice Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$732,738
Clients
5
0% high-net worth
Advisors
1
of 1 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
5
Very LowAverage account size
$146,548
About
Your Choice Financial, LLC serves a very small roster of individual clients and reports approximately $732,738 in regulatory assets under management. The firm provides investment advisory services that are commonly billed as a percentage of assets, and its Connecticut supplement includes required client schedules and contracts as part of its state filing.
The firm reports that most client relationships are managed on a non-discretionary basis, so it provides recommendations while clients retain decision authority and trade execution responsibility. The brochure also indicates the firm does not offer portfolio management for individual clients, signaling a consultative rather than delegated investment role.
Compared with peers, the combination of primarily non-discretionary arrangements and the absence of individual portfolio management is uncommon among independent advisers. The firm’s very small client base and AUM, together with its disclosures that it has no reported settlements or pending regulatory actions and undertakes specific referral-registration procedures, distinguish its regulatory profile from larger independent firms.
Client services
Financial planning
Passive managed portfolios
Most active in
Your Choice Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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