Wealth in Yourself LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
Clients
13
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$269,231
About
Wealth In Yourself LLC provides financial planning and portfolio management primarily for individual clients, offering ongoing planning relationships as well as one-time and hourly planning engagements. The firm recommends a higher net-worth threshold for its ongoing services and directs investment implementation onto an external platform for account custody and execution.
The firm’s investment approach emphasizes long-term investing underpinned by modern portfolio theory and generally focuses on index mutual funds, ETFs, equities, REITs and inflation‑protected bonds. Wealth In Yourself typically accepts discretionary authority and implements model or customized portfolios through the Altruist model marketplace, with Altruist performing automated rebalancing and trade execution.
Compared with many peers, the firm offers structured, limited‑size financial education group classes as a regular client entry point and does not rely on percentage‑of‑assets management fees, instead billing through periodic flat fees and discrete planning engagements. It operates with a small client base and modest assets under management relative to its suggested client profile, has affirmed voluntary fiduciary practices, and states it credits referral compensation back to clients to address that conflict.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Retirement income strategy
Debt management
Wealth management
Fee options
One-time meeting fee $499; group classes $59; monthly flat fees based on net worth range from $550 to $4,200
$500,000 - $1,000,000: $550 monthly flat fee $1,000,001 - $5,000,000: $850 monthly flat fee $5,000,001 - $10,000,000: $1,600 monthly flat fee $10,000,001 - $20,000,000: $2,500 monthly flat fee $20,000,001+: $4,200 monthly flat fee
$250 to $500 per hour
Account minimum: $1,000,000 Fee-only: Financial planning fees charged monthly based on net worth tiers; hourly fees $250-$500; one-time meetings $499; group classes $59
Main office location
Wealth in Yourself LLC
195 Highway 50, Ste 205
Zephyr Cove NV 89448, United States
Number of offices
1
Most active in
Wealth in Yourself LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Nevada · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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