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Yellowwood Financial Advisors, Inc. (Gaithersburg)


Yellowwood Financial Advisors, Inc. is a large advisory firm based in Gaithersburg. It manages $117.28 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, Maryland, and Virginia.

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Yellowwood Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yellowwood Financial Advisors: assets under management

The assets under management (AUM) of Yellowwood Financial Advisors, Inc. is $117.28 million. The firm's AUM has grown by 118% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $115.68 million in discretionary accounts and $1.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $373.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400.12 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yellowwood Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gaithersburg

The principal office where Yellowwood Financial Advisors, Inc. performs its advisory services is located at 9841 Washingtonian Boulevard, Gaithersburg, MD 20878, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (240) 813-1300 or by fax (240) 465-0228. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at ywfa.com.


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