Elizabeth C. Yoder

DEPENDENT FINANCIAL PLANNING

EDGEWATER, MD

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CRD#: 7231333

Professional summary

Elizabeth Clare Wolleben Yoder, CFP®, who also goes by Elizabeth Clare Wollebe Yoder, Elizabeth Wolleben Yoder, Liz Yoder, is a registered financial advisor currently at DEPENDENT FINANCIAL PLANNING located in Edgewater, Maryland.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Elizabeth has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Clare Wollebe Yoder | Elizabeth Wolleben Yoder | Liz Yoder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Hibernia Wealth Partners, LLC Investment-related: Yes Address: 6700 Jefferson Highway Building 4, Suite B, Baton Rouge, LA 70806 Nature of the other business: Registered Investment Advisor Position: Investment Advisor Representative Start date: 01/2023 Duties: Investment advisory services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Clare Wolleben Yoder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 22, 2024 - Present

DEPENDENT FINANCIAL PLANNING

RIA

CRD#: 330273

EDGEWATER, MD

Past

January 6, 2023 - October 9, 2024

HIBERNIA WEALTH PARTNERS, LLC

RIA

CRD#: 319509

Edgewater, MD

Past

February 12, 2021 - December 21, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Edgewater, MD

Past

February 21, 2020 - February 12, 2021

BAY POINT WEALTH

RIA

CRD#: 123095

ANNAPOLIS, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(11/8/2024)

IAR

Maryland
(8/22/2024)

IAR

Pennsylvania
(3/28/2025)

IAR

Texas
(10/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DEPENDENT FINANCIAL PLANNING

DEPENDENT FINANCIAL PLANNING | PLANNING ACROSS LLC | DEPENDENT FINANCIAL PLANNING LLC

CRD#: 330273 / SEC#:

Connecticut

Registered Investment Advisory firm - (11/8/2024 Approved)

Maryland

Registered Investment Advisory firm - (8/22/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/28/2025 Approved)

Texas

Registered Investment Advisory firm - (10/16/2024 Conditional Restricted)

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Contact information

Main Address

Edgewater, MD

Mailing Address

163 Mitchells Chance Road No. 178, Edgewater, MD 21037

Phone number

(667) 407-1065

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 36,494,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth C. Yoder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Clare Wolleben Yoder's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEPENDENT FINANCIAL PLANNING

HIBERNIA WEALTH PARTNERS, LLC

PRIVATE ADVISOR GROUP, LLC

BAY POINT WEALTH

State Registrations and Notice Filings

Exams

Current Firm

DEPENDENT FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEPENDENT FINANCIAL PLANNING

TRUST BUT VERIFY

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