Paola Martinez is a CFP-designated registered investment advisor at Yellow Oak Financial Planning, LLC, based in Simpsonville, SC. Paola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and pro-rated and paid in arrears on a quarterly basis.
Fee Estimator
Location
Simpsonville, SC
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
Yellow Oak Financial Planning, 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.
Exams
More Advisors
- Danielle Harmon, CFPClark Asset Management, LLC
- Elizabeth Berry, ChFCState Farm Investment Management CORP.
- Adam Clements, CFP, ChFCIams Wealth Management, LLC
- Zoe Bender, CFPSummit Financial, LLC
- Michael Wolfe, CFPEdward Jones
- Samuel Gilliam, CFPEdward Jones