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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

YFP WEALTH

YOUR FINANCIAL PHARMACIST PLANNING, LLC, CRD 282918

NEW ALBANY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cfdebd6a-4dba-108b-2d6a-6786fb1cd944

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Feb 14, 2020 to Jun 23, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $53.2MItem 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $53.2M
Private client RAUM: $52.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $17.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 715
Individual clients: 221
High net worth clients: 9
Custody, client assets: $0
SEC number: 801-118236
CRD: 282918
Filings on the tape: 26
First filed: Feb 14, 2020
Latest filed: Jun 23, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY Jason BAKER	Certified Financial Planner	NEW ALBANY, OH	7	12	1	no
Kimberly Michelle Bolton	Certified Financial Planner	NEW ALBANY, OH \| Berry, AL	3	10	n/a	no
Ituoghirisic Virginia Igoni	n/a	NEW ALBANY, OH	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAKER, TIMOTHY, Jason	MEMBER, CEO, CCO	D	yes	04/2016	Feb 14, 2020	Feb 8, 2024
Ulbrich, Timothy, Robert	Member	D	yes	04/2019	Feb 27, 2023	Feb 8, 2024
YOUR FINANCIAL PHARMACIST, LLC	YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC	E	yes	04/2019	Feb 27, 2023	Feb 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 2, 2026	$53.2M	$53.2M	7	4	n/a	n/a
2024	Feb 28, 2025	$35.4M	$35.4M	8	4	n/a	n/a
2023	Feb 8, 2024	$27.7M	$27.7M	10	5	n/a	n/a
2022	Feb 27, 2023	$16.7M	$16.7M	14	6	n/a	n/a
2021	Feb 3, 2022	$15.9M	$15.9M	8	5	n/a	n/a
2020	Mar 12, 2021	$11.4M	$11.4M	8	5	n/a	n/a
2019	Mar 10, 2020	$3.3M	$3.3M	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	1	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$53.2M	$35.4M	50.2%	$16.7M	47.3%	7	8	0	0

Relationships

Registered with (8)

← Ituoghirisic Virginia IgoniAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← Kimberly Michelle BoltonAdvisorregistration: current employment
Feb 27, 2023 to presentfactForm ADV
← TIMOTHY Jason BAKERAdvisorregistration: current employment
Feb 11, 2019 to presentfactForm ADV
← ANGEL MELGOZAAdvisorregistration: previous registration
Jan 4, 2023 to Jun 23, 2026factForm ADV
← Thomas GrovesAdvisorregistration: previous registration
Jan 18, 2024 to Mar 31, 2025factForm ADV
← CHRISTINA MICHELLE SLAVONIKAdvisorregistration: previous registration
May 14, 2021 to Sep 3, 2024factForm ADV
← Kelly Reddy-HeffnerAdvisorregistration: previous registration
Dec 6, 2020 to Jan 11, 2024factForm ADV
← Thomas Andrew AraszAdvisorregistration: previous registration
Feb 4, 2021 to Sep 3, 2021factForm ADV

Controls (3)

← BAKER, TIMOTHY, JasonOwnerMEMBER, CEO, CCO, ownership code D, individual
Feb 14, 2020 to Feb 8, 2024factForm ADV
← Ulbrich, Timothy, RobertOwnerMEMBER, ownership code D, individual
Feb 27, 2023 to Feb 8, 2024factForm ADV
← YOUR FINANCIAL PHARMACIST, LLCOwnerYOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC, ownership code E, domestic entity
Feb 27, 2023 to Feb 8, 2024factForm ADV

Dated events

Occurred
Jun 23, 2026
Advisor changed firm
Angel Melgoza left Yfp Wealth for Financial Life Advisors (registered 2026-06-24)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2025
Advisor changed firm
Thomas Groves left Yfp Wealth for Lpl Financial Llc (registered 2025-07-09)
Form ADVobserved 4 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Christina Michelle Slavonik left Yfp Wealth for Mercer Global Advisors Inc. (registered 2024-11-04)
Form ADVobserved 4 days ago
Occurred
Jan 11, 2024
Advisor changed firm
Kelly Reddy-Heffner left Yfp Wealth for 80 West Asset Management, Llc (registered 2024-04-15)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2023
Succession filed (Item 4)
Your Financial Pharmacist Planning reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2023
Control person joined
Robert Timothy Ulbrich (Member Of Your Financial Pharmacist, Llc, The Parent Entity Of Your Financial Pharmacist Planning, Llc) appeared on Schedule A of Yfp Wealth
Form ADVobserved 4 days ago
Occurred
Feb 14, 2020
First Form ADV filing
Your Financial Pharmacist Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfdebd6a-4dba-108b-2d6a-6786fb1cd944
First observed: Feb 14, 2020
Last observed: Jun 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

YFP WEALTH

YOUR FINANCIAL PHARMACIST PLANNING, LLC, CRD 282918

NEW ALBANY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cfdebd6a-4dba-108b-2d6a-6786fb1cd944

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY Jason BAKER

Certified Financial Planner

NEW ALBANY, OH

Kimberly Michelle Bolton

Certified Financial Planner

NEW ALBANY, OH | Berry, AL

n/a

Ituoghirisic Virginia Igoni

n/a

NEW ALBANY, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAKER, TIMOTHY, Jason

MEMBER, CEO, CCO

yes

04/2016

Feb 14, 2020

Feb 8, 2024

Ulbrich, Timothy, Robert

Member

yes

04/2019

Feb 27, 2023

Feb 8, 2024

YOUR FINANCIAL PHARMACIST, LLC

YOUR FINANCIAL PHARMACIST PLANNING, LLC IS A WHOLLY-OWNED SUBSIDIARY OF YOUR FINANCIAL PHARMACIST, LLC

yes

04/2019

Feb 27, 2023

Feb 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$53.2M

n/a

2024

Feb 28, 2025

$35.4M

n/a

2023

Feb 8, 2024

$27.7M

n/a

2022

Feb 27, 2023

$16.7M

n/a

2021

Feb 3, 2022

$15.9M

n/a

2020

Mar 12, 2021

$11.4M

n/a

2019

Mar 10, 2020

$3.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$53.2M

$35.4M

50.2%

$16.7M

47.3%