# Yellow Oak Financial Planning, LLC

> Yellow Oak Financial Planning, LLC is a state-registered investment advisory firm in Simpsonville, SC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 338146
- Filed as: YELLOW OAK FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Simpsonville, SC
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338146
- AdvisorCensus page: https://advisorcensus.com/firm/yellow-oak-financial-planning-llc-simpsonville-sc-338146

## Quick answers

**How is Yellow Oak Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yellow Oak Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Yellow Oak Financial Planning, LLC located?**
Yellow Oak Financial Planning, LLC's principal office is in Simpsonville, SC, according to its Form ADV.

**Is Yellow Oak Financial Planning, LLC registered with the SEC or a state?**
Yellow Oak Financial Planning, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338146.

**How much does Yellow Oak Financial Planning, LLC manage?**
Yellow Oak Financial Planning, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026.

**Does Yellow Oak Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338146

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yellow Oak Financial Planning, LLC (CRD 338146): Form ADV filing data as of October 2026.