Your Wealth Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,339,811
Total clients
22
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$197,264
About
Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations, and acts as a fiduciary when advising retirement accounts. Alongside ongoing asset management and quarterly reporting, the firm offers hourly consulting and coordinates estate‑planning document preparation through a third‑party scrivener service.
The firm documents client goals and risk tolerance in a written Investment Policy Statement and applies fundamental analysis, modern portfolio theory, and quantitative methods to long‑term trading and asset allocation. YWFSL typically recommends mutual funds, ETFs, fixed income, REITs, TIPS and non‑U.S. securities, seeks discretionary trading authority, and tailors model allocations to client restrictions.
Noteworthy aspects include a formal estate‑planning coordination service (including will, trust, power of attorney and deed preparation/filing via a third party rather than in‑house legal advice) and a requirement that client accounts be custodied at Schwab Institutional, from which the firm receives institutional support and soft‑dollar research benefits. The adviser also uses standing letters of authorization for certain client transfers and maintains an advertising relationship with the Ramsey Solutions SmartVestor program, practices that are less common among solo independent advisers.
Client services
Portfolio management
Fee options
Estate planning fees: Powers Package $200, Will Package $600, Trust Package $1300, Visual Plan Summary $150, Deed Prep & Filing $300-$450
$0 - $16,000: 1.50% $16,001 - $50,000: 1.25% $50,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$300-$500 per hour
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.
Main office location
Your Wealth Financial Solutions, LLC
Seville OH, United States
Number of offices
2
Forms ADV
Quick links
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