YB
PFS
YB
PFS

Yaakov Barr-Zvulun

11 Years of Experience
Ridgewood, NJ

Yaakov Barr-Zvulun is a PFS-designated registered investment advisor at Barr CPA LLC, based in Ridgewood, NJ, with 11 years of industry experience. Yaakov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Depending on the complexity and needs, BARR CPA LLC charges between $500 and $5,000 for creating financial plans. Hourly fees for limited scope advice range from $150 to $350.

One-Time Plan:$500 - $5,000
Hourly Rate:$150 - $350/hr
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Location

1 Prospect St Ste 2, Ridgewood, NJ, 07450-4440

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Barr CPA LLC
October 2014 - Present · 11 yrs 7 mos
State Registrations1 state
NJ
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.