YGC Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,062,769
Clients
37
0% 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
37
HighAverage account size
$407,102
About
YGC Wealth provides financial planning and discretionary investment management to individual clients (including those with complex wealth needs), small businesses and sole proprietors, and senior executives. The firm’s service menu includes comprehensive and limited financial planning, strategic business financial planning, executive consulting for clients with complex compensation arrangements, and discretionary portfolio management that is offered only alongside a planning engagement.
The firm emphasizes long-term, passive investing and diversified asset allocation, building client-specific Investment Policy Statements and deploying mutual funds, exchange-traded funds, stocks, and bonds. It uses asset-based advisory arrangements common among independents, while also bundling investment management with planning for smaller investable accounts.
Distinctive aspects include an expanded focus on Executive Consulting tailored to senior executives and a practice structure that requires a financial planning engagement before discretionary management is accepted. The principal also conducts separate consulting and content-creation activities outside the advisory practice, and the firm has recently updated its custody and transfer practices to permit third-party transfers via standing letters of authorization.
Client services
Financial planning
Portfolio management
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Limited Financial Planning Services: $375 per hour
Minimum fee: Comprehensive Planning Services: minimum annual fee $7,500 for individuals, $10,500 for couples; Strategic Business Financial Planning Services: minimum annual fee $10,000; Executive Consulting Services: minimum annual fee $12,000 Fee-only: Limited Financial Planning Services: $375 per hour (hourly fee negotiable)
Main office location
YGC Wealth
Upper Marlboro MD, United States
Number of offices
1
Most active in
YGC Wealth has reported serving >5 clients in these states in the last 12 months.
Maryland · New York · Virginia
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:
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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.
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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
Quick links
LinkedIn
Facebook
X
Instagram
Website
(240) 406-9181
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