YAVAPAI FINANCIAL PLANNING, L.L.C.

YAVAPAI FINANCIAL PLANNING, L.L.C. of PRESCOTT, AZ is an SEC-registered investment adviser (CRD 115912). Regulatory assets under management: $47.3M.

Registration

• CRD: 115912
• Type: Registered investment adviser
• Location: 1458 WEST GURLEY ST, PRESCOTT, AZ, 86305
• Phone: 928-445-7238
• Latest filing: 2026-03-13
• Regulatory AUM: $47.3M
• Non-discretionary AUM: $47.3M
• Clients: 1
• Accounts: 183

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search