Your Wealth Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations, and acts as a fiduciary when advising retirement accounts. Alongside ongoing asset management and quarterly reporting, the firm offers hourly consulting and coordinates estate‑planning document preparation through a third‑party scrivener service.
The firm documents client goals and risk tolerance in a written Investment Policy Statement and applies fundamental analysis, modern portfolio theory, and quantitative methods to long‑term trading and asset allocation. YWFSL typically recommends mutual funds, ETFs, fixed income, REITs, TIPS and non‑U.S. securities, seeks discretionary trading authority, and tailors model allocations to client restrictions.
Noteworthy aspects include a formal estate‑planning coordination service (including will, trust, power of attorney and deed preparation/filing via a third party rather than in‑house legal advice) and a requirement that client accounts be custodied at Schwab Institutional, from which the firm receives institutional support and soft‑dollar research benefits. The adviser also uses standing letters of authorization for certain client transfers and maintains an advertising relationship with the Ramsey Solutions SmartVestor program, practices that are less common among solo independent advisers.
Client services
Expertise
Fee options
Estate planning fees: Powers Package $200, Will Package $600, Trust Package $1300, Visual Plan Summary $150, Deed Prep & Filing $300-$450
$0 - $16,000: 1.50% $16,001 - $50,000: 1.25% $50,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$300-$500 per hour
Main office
Seville OH, United States
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)