Your Financial Pharmacist Planning, Llc
- Regulatory AUM
- $53.2M
- Discretionary
- $53.2M
- Clients
- 232
- Avg AUM / client
- $229K
- Accounts
- 715
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 221 | $40.3M | 75.6% |
| High net worth individuals | 9 | $12.2M | 22.9% |
| Pension and profit sharing plans | 2 | $813K | 1.53% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Jason Baker | Member, Ceo, Cco | CFP | Apr 2016 (10y) | 50% – 75% |
| Ulbrich, Timothy, Robert | Member | Apr 2019 (7y) | 50% – 75% | |
| Kimberly Michelle Bolton | Registered representative | Feb 2023 (3y) | ||
| Ituoghirisic Virginia Igoni | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Your Financial Pharmacist, Llc | Your Financial Pharmacist Planning, Llc Is A Wholly Owned Subsidiary Of Your Financial Pharmacist, Llc | Apr 2019 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $47.9M (90% of AUM) Jun 2026
- Altruist Financial $47.9M (90% of AUM) Jun 2026
- Charles Schwab & Co. $19.3M (54% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗