Elizabeth Yoder is a CFP-designated registered investment advisor at Dependent Financial Planning, based in Edgewater, MD, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 78 clients with $42M 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 $50K | 0.90% |
| $50K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable. Betterment charges a fee ranging from 0.12% to 0.25% of account balances, included in DFP's fee schedule.
Fee Estimator
Contact
Elizabeth Yoder
Location
Edgewater, MD
Get directionsHistory
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
Dependent Financial Planning
Previous Registrations
Hibernia Wealth Partners, LLC
Private Advisor Group, LLC
Bay Point Wealth
State Registrations4 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.
Exams
Additional Information
Liz graduated in 2008 from Loyola College in Maryland with a BA in Speech-Laugnage Pathology/Audiology. She found her passion for supporting families through their financial journeys during her first six years of employment, where she was a live-in caregiver and community outreach and development specialist at a loving group home for adults with intellectual and developmental disabilities.