Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,273,806
Total clients
126
12% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
21
Average account size
$391,062
Your Choice Financial LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. Services described in the brochure include ongoing discretionary and non‑discretionary portfolio management, pension consulting, and written financial plans delivered via RightCapital; the firm uses asset‑based fees and reports no account minimum.
YCFL documents client goals and constraints in individualized Investment Policy Statements and typically seeks discretionary trading authority to implement long‑term strategies. Its stated methods include charting, cyclical analysis, modern portfolio theory, and quantitative analysis, with quarterly account reviews and ad hoc reviews triggered by material market or client events.
Distinctive features noted in the brochure include a multi‑office structure (six offices in the firm profile) that is uncommon for firms of comparable size, and multiple supervised persons who are licensed insurance agents and engage in outside insurance businesses; the firm discloses these activities, related conflicts of interest, and policies for periodic review and disclosure. The brochure also discloses that YCFL may direct clients to third‑party advisers (e.g., Synergy Asset Management LLC and Canton Hathaway LLC) under fee‑sharing arrangements and requires clients to custody assets at Charles Schwab & Co., Inc.
Financial planning fixed fees range from $600 to $20,000 based on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
Your Choice Financial LLC
St. Cloud FL, United States
Number of offices
6
Alabama · California · Connecticut · Florida · Maine · Nevada · New York · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
St. Cloud, FL
Your Choice Financial LLC
Series 63, Series 65
Orlando, FL
Your Choice Financial LLC
Series 63, Series 65
St. Cloud, FL
Your Choice Financial LLC
Series 63, Series 65
Commack, NY
Your Choice Financial LLC
ChFC®, Series 63, Series 65
Dix Hills, NY
Your Choice Financial LLC
Series 65
Las Vegas, NV
Your Choice Financial LLC
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