Yearwood Financial Management is a registered investment advisor founded in 2026 and based in New York, NY. The firm offers comprehensive financial planning, ongoing financial planning, and project-based financial planning services to individuals, high-net-worth individuals, and charitable organizations. Comprehensive financial planning includes ongoing investment management tailored to each client's goals, time horizon, and risk tolerance, utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Yearwood Financial Management acts as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or third-party product sales. The firm emphasizes a personalized approach, helping clients establish goals, monitor portfolios, and navigate life transitions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Accounts under $600,000 pay a flat annual fee of $6,000 paid quarterly in arrears. Fees are negotiable and household assets may be aggregated.