Ping Yin is a CFP-designated registered investment advisor at Yin Financial Planning, based in Millburn, NJ, with 2 years of industry experience. Ping 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 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Yin Financial Planning charges an annual fixed fee ranging from $2,500 to $10,000 for comprehensive financial planning, which is billed quarterly in advance. The exact cost depends on your total income, assets, and overall financial complexity. This ongoing engagement includes:
- Regularly scheduled meetings tailored to your situation
- Ongoing goal setting and reviews
- Investment reviews and portfolio recommendations, including rebalancing strategies
- Unlimited face-to-face, email, and phone consultations at no extra charge
- Comprehensive financial plan — An annual fixed fee ranging from $2,500 to $10,000, covering full financial planning, goal setting, cash flow analysis, tax planning, and investment reviews.
- Limited scope financial planning — A flat-fee project ranging from $750 to $7,500, focusing on specific areas such as goal setting, tax planning, cash flow management, or retirement planning without ongoing follow-up support.
Location
Millburn, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ping established Yin Financial Service, LLC, an accounting and tax preparation firm, in 2005 and is the Managing Member. Ping spends about a third of her time during normal working hours preparing tax returns for the firm's clients.
Employment History
Current Registrations
Yin Financial Planning
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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