YU Financial Advice, LLC

Overview

YU Financial Advice, LLC is a small, owner-operated limited liability company focused on delivering fee-based financial planning rather than discretionary portfolio management. The firm’s advisory scope is centered on financial planning services, and its stated fee model is based on hourly charges and fixed-fee engagements. It is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. The firm is classified as unclassified for regulatory purposes and is not flagged as a multi-state adviser. Given the absence of reported assets under management, YU Financial Advice, LLC appears to operate principally as a planner and consultant—creating plans, giving guidance on cash flow, retirement projections, tax-awareness, and implementation options—rather than running pooled or advisory-managed investment portfolios on clients’ behalf. Implementation of recommended investments is likely handled through third-party custodians or broker-dealers at the direction of clients.

Assets & Accounts

Location & Offices