Rebecca Yerby is a CFP-designated registered investment advisor at Four10 Planning, based in Vestavia Hills, AL, with 5 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Four10 Planning charges an annual fee of $3,600 - $4,800 for ongoing financial planning. The fee is determined annually and billed monthly or quarterly, in advance. A minimum of two meetings will be held with each client, and the client and planner will determine a meeting cadence best for both parties. Ongoing Financial Planning fees are negotiable.
Four10 Planning charges an hourly fee of $300 for project-based financial planning engagements. The fee is dependent upon the time spent on the engagement. Fees are negotiable.
Contact
Rebecca Yerby
Location
Vestavia Hills, AL
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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.
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Rebecca is the Owner and Tax Return Preparer at Four10 Accounting & Tax, LLC. This activity takes minimal time.
Employment History
Current Registrations
Four10 Planning
Previous Registrations
Kassouf Wealth Advisors, 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.