CRD: 330273
Dependent Financial Planning
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2024
- Office Locations
- 1
Office Locations
About Dependent Financial Planning
Dependent Financial Planning is an Edgewater, MD RIA led by Certified Financial Planner professionals focused on families with special needs dependents. The firm provides comprehensive financial planning, investment management, and benefits/insurance reviews, emphasizing long-term and succession planning. Portfolios commonly use public funds, ETFs, and U.S. government/agency bonds, and the team publishes practical guidance on ABLE accounts and Medicaid.
Team overview
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Asset Classes
Custodian
Investment Themes
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Technology
Owner & Executives
ELIZABETH CLARE WOLLEBEN YODER
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7231333
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,617,575 | -- |
| Non-Discretionary | $2,132,292 | -- |
| Total | $41,749,867 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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