Alan Anderson is a CFP-designated registered investment advisor at Yavapai Financial Planning, L.L.C., based in Prescott, AZ, with 18 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 79 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 0.95% |
| $400K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Subject to a minimum account fee of $240 per quarter. Fees are negotiable at the discretion of the firm principal.
Fee Estimator
Location
1458 West Gurley St, Prescott, AZ, 86305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Yavapai Financial Planning, L.L.C.
Previous Registrations
Taylor & Padgett Financial Group LLC
State Registrations1 state
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
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