Yu Krisko is a CFP-designated registered investment advisor at Yz Financial Advisors LLC, based in Vienna, VA, with 18 years of industry experience. Yu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 30 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Vienna, VA
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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 →Other Business ActivitiesSells Insurance
Yu is the founder and a financial advisor at YZ Financial Advisors, providing investment advisory, portfolio management, and financial planning services, dedicating nearly full-time hours. Yu also works as an agent for PKS Financial, selling fixed/traditional insurance products, dedicating minimal time.
Employment History
Current Registrations
Yz Financial Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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.