# YFP Wealth

> YFP Wealth is an SEC-registered investment advisory firm in New Albany, OH, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 282918
- Filed as: YFP WEALTH
- Legal name: Your Financial Pharmacist Planning, LLC
- Also doing business as: YFP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Albany, OH
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282918
- AdvisorCensus page: https://advisorcensus.com/firm/yfp-wealth-new-albany-oh-282918

## Quick answers

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

**Where is YFP Wealth located?**
YFP Wealth's principal office is in New Albany, OH, according to its Form ADV.

**Is YFP Wealth registered with the SEC or a state?**
YFP Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282918.

**How much does YFP Wealth manage?**
YFP Wealth reports $53,239,038 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**How have YFP Wealth's assets and staff changed since 2021?**
In the Form ADV data for YFP Wealth: Regulatory assets under management: $11,439,103 in the October 2021 data and $53,239,038 in the October 2026 data, up 365%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does YFP Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

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

**Does YFP Wealth 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/282918

**Does YFP Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated June 23, 2026 says: "YFP generally requires clients to have a minimum of $250,000 in investable assets to engage in services, which may be waived at our discretion."

**What changed in YFP Wealth's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in MA.

## 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 June 23, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> YFP generally requires clients to have a minimum of $250,000 in investable assets to engage in services, which may be waived at our discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial 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: $53,239,038
- Discretionary: $53,239,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $40,258,207 |
| High net worth individuals | 9 | $12,167,531 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $813,300 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, IL, KY, LA, MA, MD, MI, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pharmacist.com/YFP
- yfpwealth.com
- Facebook @yourfinancialpharmacist
- Instagram @yourfinancialpharmacist
- LinkedIn @yfp-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $11,439,103 | 8 | April 9, 2021 |
| October 2022 | $15,917,590 | 8 | May 18, 2022 |
| October 2023 | $16,651,410 | 14 | October 4, 2023 |
| October 2024 | $27,685,339 | 10 | February 8, 2024 |
| October 2025 | $35,449,672 | 8 | June 30, 2025 |
| October 2026 | $53,239,038 | 7 | June 23, 2026 |

Regulatory assets under management: $11,439,103 in the October 2021 data and $53,239,038 in the October 2026 data, up 365%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in MA.

### March 2026
- No longer lists the business name Your Financial Pharmacist Planning.
- No longer lists the business name Yfpp.
- No longer lists the business name YFP Planning.
- Regulatory assets under management went from $35,449,672 to $53,239,038 (+50%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in AZ, CO, MA, MN, MO.

### December 2025
- Registered or notice-filed in GA, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. YFP Wealth (CRD 282918): Form ADV filing data as of October 2026.