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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2000
- Office Locations
- 1
Office Locations
About Yavapai Financial Planning, L.l.c.
Yavapai Financial Planning is a fee-only RIA providing collaborative financial planning and investment guidance, coordinating with clients’ other advisors. Engagement begins with a no-cost intro meeting, followed by a structured exploration interview that maps a “picture-in-time” on a whiteboard and delivers cleaned-up PDFs and a written proposal. Custodies at Charles Schwab; portfolios primarily use public funds/ETFs and fixed income as appropriate.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALAN A. ANDERSON
Managing Member, Regional Planning Consultant
- CRD
- #4881991
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,327,107 | -- |
| Total | $47,327,107 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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