RIA Intel›Advisers›Arizona›YAVAPAI FINANCIAL PLANNING, L.L.C.

YAVAPAI FINANCIAL PLANNING, L.L.C.

Advisory

PRESCOTT, AZ

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$259K

across 183 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$0

Non-Discretionary AUM$47M

Discretionary %0%

Total Clients79

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

FLEMING WEALTH STRATEGIES, LLC

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ELION FINANCIAL, LLC

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J. MANGONE CAPITAL MANAGEMENT LLC

$46M

GREEN PEAKS PLANNING LLC

$46M

DOGWOOD CAPITAL MANAGEMENT, INC.

$46M

NET WORTH SOLUTIONS LLC

$49M

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