Legal Notice

Impressum

Legal disclosures, regulatory information, and important notices regarding YachtLessFP financial planning services.

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Company Information

Company Name
YachtLessFP, LLC
Legal Form
Limited Liability Company (LLC)
State of Formation
Delaware, United States
Year Founded
2009
Business Address
123 Main Street, Suite 400
New York, NY 10001
United States
Mailing Address
P.O. Box 5012
New York, NY 10001
United States
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Contact Information

Fax
(555) 123-4568
Office Hours
Monday – Friday
9:00 AM – 5:00 PM EST
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Regulatory Information

Registered Investment Advisor (RIA)
YachtLessFP, LLC is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.
SEC Registration Number
SEC File No. 801-XXXXXX
FINRA / CRD Number
CRD No. XXXXXXX
CFP® Certification
Our planners hold the CERTIFIED FINANCIAL PLANNER™ designation issued by the Certified Financial Planner Board of Standards, Inc.
NAPFA Membership
YachtLessFP is a member firm of the National Association of Personal Financial Advisors (NAPFA), the nation's leading professional association of fee-only financial advisors.
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Responsible Persons

James Carter, CFP — Founder and Chief Financial Planner
James Carter, CFP®
Founder & Chief Financial Planner
james@yachtlessfp.com
Linda Marsh, CFP — Director of Financial Planning
Linda Marsh, CFP®
Director of Financial Planning
linda@yachtlessfp.com
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Disclaimer & Disclosures

The information provided on this website is for educational and informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results.

YachtLessFP, LLC is a fee-only registered investment advisor. We do not earn commissions, referral fees, or any form of compensation from third-party product providers. Our compensation is derived solely from fees paid directly by our clients.

All investment strategies and investments involve risk of loss. There is no guarantee that any investment strategy will achieve its objectives. You should consider your investment objectives, risk tolerance, time horizon, and liquidity needs before making any investment decisions.

The testimonials featured on this website are from actual clients of YachtLessFP. Individual results will vary. These testimonials are not intended to represent or guarantee that all clients will achieve similar outcomes.

YachtLessFP's Form ADV, which includes detailed information about our investment advisory services, fees, and any conflicts of interest, is available upon request or via the SEC's Investment Adviser Public Disclosure website.

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Liability for Content

The contents of this website have been prepared with great care. However, we cannot guarantee the accuracy, completeness, or timeliness of the information provided. As a service provider, we are responsible for our own content on this website in accordance with applicable laws. We are not obligated to monitor transmitted or stored third-party information or investigate circumstances suggesting illegal activity.

Obligations to remove or block the use of information under applicable laws remain unaffected. Any liability in this regard is only incurred from the time of knowledge of a specific legal violation. Upon notification of relevant legal violations, we will immediately remove this content.

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Copyright

The content and works created by the site operators on these pages are subject to copyright law. The reproduction, editing, distribution, or any kind of utilization beyond the limits of copyright law require written consent of the respective author or creator. Downloads and copies of this site are only permitted for private, non-commercial use.

© 2024 YachtLessFP, LLC. All rights reserved. "YachtLessFP" is a trademark of YachtLessFP, LLC. CERTIFIED FINANCIAL PLANNER™ and CFP® are federally registered service marks owned by the Certified Financial Planner Board of Standards, Inc.

Last updated: January 2024 · Return to Homepage