# Yarger Wealth Strategies, LLC

> Yarger Wealth Strategies, LLC is an SEC-registered investment advisory firm in Westerville, OH, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 310207
- Filed as: YARGER WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310207
- AdvisorCensus page: https://advisorcensus.com/firm/yarger-wealth-strategies-llc-westerville-oh-310207

## Quick answers

**How is Yarger Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yarger Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Yarger Wealth Strategies, LLC charge?**
Its Form ADV Part 2A brochure dated August 19, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Flat fee: up to $15,000 (standalone financial planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Yarger Wealth Strategies, LLC located?**
Yarger Wealth Strategies, LLC's principal office is in Westerville, OH, according to its Form ADV.

**Is Yarger Wealth Strategies, LLC registered with the SEC or a state?**
Yarger Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310207.

**How much does Yarger Wealth Strategies, LLC manage?**
Yarger Wealth Strategies, LLC reports $529,689,928 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**How have Yarger Wealth Strategies, LLC's assets and staff changed since 2021?**
In the Form ADV data for Yarger Wealth Strategies, LLC: Regulatory assets under management: $314,280,625 in the October 2021 data and $529,689,928 in the October 2026 data, up 69%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Yarger Wealth Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (64).

**Which custodians does Yarger Wealth Strategies, LLC use?**
Yarger Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Yarger Wealth Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310207

**What changed in Yarger Wealth Strategies, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $470,930,540 to $529,689,928 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; the inclusion of financial planning services, and/or the overall relationship with the Advisor.

- Minimum annual fee: $2,500

> Yarger Wealth generally does not impose a minimum relationship size, but does require a minimum annual fee of $2,500.

- Flat fee: up to $15,000 (standalone financial planning engagements)

> For standalone financial planning engagements, Yarger Wealth offers financial planning services for a fixed fee ranging up to $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $529,689,928
- Discretionary: $529,689,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $11,764,711 |
| High net worth individuals | 152 | $506,016,247 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,908,970 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NC, NE, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yargerwealth.com
- yws.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $314,280,625 | 4 | April 8, 2021 |
| October 2022 | $366,431,011 | 4 | June 2, 2022 |
| October 2023 | $310,603,010 | 4 | September 11, 2023 |
| October 2024 | $401,559,081 | 4 | February 16, 2024 |
| October 2025 | $470,930,540 | 4 | July 15, 2025 |
| October 2026 | $529,689,928 | 4 | August 19, 2026 |

Regulatory assets under management: $314,280,625 in the October 2021 data and $529,689,928 in the October 2026 data, up 69%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $470,930,540 to $529,689,928 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yarger Wealth Strategies, LLC (CRD 310207): Form ADV filing data as of October 2026.