YFP Wealth
13yrs
More experience than 54% of advisors in New Albany
YFP Wealth
New Albany, OH. Legal name: Your Financial Pharmacist Planning, LLC
About the firm
A registered investment advisory firm based in New Albany, Ohio. It manages about $53.2 million for roughly 230 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$227,938
Assets under management ?$53.2 million
Individual clients230
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Advisors at YFP Wealth
3Advisors
6Median years of experience
1States with offices
–Offices
Also known as
Script Financial, LLC · Your Financial Pharmacist Planning, LLC · Your Financial Pharmacist Planning · Your Financial Pharmacist · Yfpp · YFP Planning · YFP
About YFP Wealth
How do I contact YFP Wealth?
Call the main office at (614) 618-5901. The main office is at 118 E Main St., New Albany, OH 43054.
How is YFP Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does YFP Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at YFP Wealth?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.