Yandell Investments, LLC

Yandell Investments primarily serves individual and high‑net‑worth clients, offering financial planning, asset management, and retirement‑plan consulting. Advisors implement portfolios that can include stocks, bonds, mutual funds, ETFs, alternative investments, and variable insurance products as part of client solutions.

The firm typically delivers discretionary portfolio management through programs supported by Commonwealth Financial Network, including PPS Select and PPS Custom model and wrap programs, and employs asset‑allocation and model‑based approaches alongside third‑party research. Custodial statements, trade execution, and fee billing are routed through Commonwealth’s clearing relationships, with Yandell retaining responsibility for suitability and client reviews.

Noteworthy for a firm of its size, Yandell has formal affiliations that are uncommon among peers: it partners with Commonwealth (an SEC‑registered adviser and platform provider) and maintains an affiliated insurance agency, Yandell & Company P.A.; an advisor at the firm is a licensed insurance agent who spends about 10% of their time offering commission‑based insurance products. The brochure discloses these relationships and related platform‑level financial benefits to advisors (such as administrative fee arrangements) and describes the firm’s conflict disclosures and ERISA/rollover considerations.