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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
About MY Wealth Planners
My Wealth Planners is a Longmont, CO fee-only RIA providing fiduciary wealth planning and tailored portfolio management for individuals and business owners. Portfolios are built primarily with ETFs and guided by asset-allocation and risk-management principles, with planning support across retirement, tax, and estate needs. Custodies assets at Schwab. Leadership has been featured in outlets including CBS News and Barron’s.
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Owner & Executives
DANIEL MACKENZIE YERGER
Chief Compliance Officer, President
- CRD
- #6473980
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,894,311 | -- |
| Non-Discretionary | $2,064,601 | -- |
| Total | $98,958,912 | -- |
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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 |
| Total | Available | Available |
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