Lloyd Yamada is a CFP-designated registered investment advisor at Farther, based in Park City, UT, with 23 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Investment Management, Retirement Planning, and 1 more. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Lloyd Yamada
Location
Park City, UT
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Investigation
October 2008Employment History
Current Registrations
Farther
January 2026 - Present · 9 mos
Previous Registrations
Aspire Planning Associates, INC.
February 2016 - March 2026 · 10 yrs 1 mo
Lsy Financial Group
November 2008 - May 2016 · 7 yrs 6 mos
LPL Financial Corporation
November 2003 - August 2008 · 4 yrs 9 mos
King Wealth Planning, INC
February 2003 - October 2008 · 5 yrs 8 mos
State Registrations2 states
TXUT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Justin Falzone, CFPMdrn Wealth
- Jeffrey Gumeson, CFAThe Caprock Group, LLC
- Douglas Kobak, CFPMain Line Group Wealth Management, LLC
- Vincent Colon, CFPMML Investors Services, LLC
- Jonathan Brogaard, CFAGaard Capital LLC
- Scott Weissman, CFPMatrix Private Capital Group
Contact
Lloyd Yamada