# Dependent Financial Planning

Dependent Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://dependentfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/dependent-financial-planning

## Regulatory record

- **CRD number:** 330273
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330273

## About

Specialized planning for families with care and support needs | We are a financial planning practice specializing in solutions for families with special needs dependent children of all ages. Our company was founded on a simple belief: families with special needs children require specialized financial planning guidance and support. Our founder and Certified Financial Planning® professional, Liz Yoder, knows firsthand what it is like to care for a special needs dependent, having experienced the joys and challenges of caregiving in a community-based group home for adults with intellectual disabilities.

## Questions

### Is Dependent Financial Planning an active investor in private markets?

There is no public record of direct investments, fund commitments, or co-investment activity attributed to Dependent Financial Planning. Most single-family offices of this undisclosed profile maintain portfolios across asset classes, but without regulatory filings or press coverage, the firm's private-market posture is unverifiable.

### How is Dependent Financial Planning structured for tax and governance purposes?

Without state-level formation documents or disclosures, the exact legal structure is unknown. Private single-family offices in the US commonly organize as LLCs or family limited partnerships to centralize investment management while preserving confidentiality.

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- [Demma-Novak Wealth Management](https://altss.com/profile/demma-novak-wealth-management)
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Last updated: 2026-07-06T01:24:15.295Z

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