Yoder Wealth Management

Financial Advisor in Lafayette, CA

Firm Info
Address: 2033 N Main St #1060, Walnut Creek, CA 94596, USA
Phone: (925) 691-5600

Firm Size
Assets Under Management: $207.4 million
# of Advisors: 2
# of Clients: 324
Client to Advisor Ratio: 162:1
Average Account Size: $640,073
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Yoder Wealth Management Overview

YODER WEALTH MANAGEMENT, a fee-only registered investment advisory firm headquartered in Walnut Creek, CA, has been in business since 2019. As an investment advice only firm, they provide unbiased recommendations to their clients. They offer a range of services such as financial planning and portfolio management for individuals and small businesses. YODER WEALTH MANAGEMENT follows a transparent fee arrangement, charging only a fee for their services and not earning commissions from sales. This ensures that their advice is solely based on the client's financial goals and not influenced by any external factors. With a team of experienced financial advisors, YODER WEALTH MANAGEMENT provides personalized financial solutions to their clients. Their financial planning services are designed to help individuals and small businesses achieve their financial objectives by creating a comprehensive plan that focuses on investment strategies, retirement, education, estate planning, and risk management. They also offer portfolio management services, providing guidance on investment choices and ensuring that clients' portfolios align with their financial goals. In addition to their main services, YODER WEALTH MANAGEMENT also offers consulting services that do not result in a financial plan. They help clients with financial decisions such as choosing employee benefits or estate planning, providing unbiased advice and recommendations. With a commitment to putting clients' interests first, YODER WEALTH MANAGEMENT strives to provide excellent service and help their clients achieve financial success.

YODER WEALTH MANAGEMENT caters to a diverse clientele, including individuals and high net worth individuals seeking financial planning and investment management services. The firm prides itself on providing customized financial solutions that align with each client's unique goals and objectives. YODER WEALTH MANAGEMENT recognizes that each client has their own set of financial circumstances and requirements; hence, it caters to clients from various backgrounds, including entrepreneurs, professionals, and retirees. Fee structures at YODER WEALTH MANAGEMENT vary based on the specific service provided. Clients may opt for a percentage-based fee on assets under management (AUM) model, which typically ranges from 0.75% to 1.25% of total AUM. For clients seeking a more transactional or project-based approach, an hourly fee may be more suitable. Finally, fixed fees may be charged for standalone services such as financial planning or specific investment advisory services. Clients have the flexibility to choose a fee structure that aligns with their specific needs and budget constraints. Overall, YODER WEALTH MANAGEMENT takes pride in maintaining transparency and ensuring that clients are well-informed and comfortable with their chosen fee structure.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Yoder Wealth Management's Part 2 Brochure, there are no minimum investment amounts required for establishing an account with them. However, they are selective in entering into Asset Management Services relationships with clients that they believe would be a good fit. All clients must execute a written agreement for services to establish a client arrangement with Yoder Wealth Management or the third-party money manager/sponsor of third-party money manager platforms. Therefore, Yoder Wealth Management's Part 2 Brochure does not mention an investment minimum.

How This Office Can Help Lafayette, CA Residents

Yoder Wealth Management provides top-notch financial planning and investment management services to clients in Lafayette, CA. The region’s residents typically enjoy a high standard of living, but they often struggle with the high cost of living and housing expenses in this area. This makes it important for individuals and families to have a solid financial plan and investment strategy in place to ensure they can reach their long-term financial goals, such as saving for retirement or funding their children's education. Yoder Wealth Management works with Lafayette, CA clients to offer comprehensive financial planning and investment management that meets their unique needs. The firm takes a holistic approach to financial planning, exploring all aspects of a client's financial situation, including tax planning, estate planning, and insurance coverage. Additionally, Yoder offers investment management services that cover asset allocation, portfolio management, and risk management. With personalized attention and expertise, clients can rest assured that their financial well-being is in good hands with Yoder Wealth Management.

To view the Minimum Investment and Fee Schedule for Yoder Wealth Management, visit their Part 2 Brochure.

Services Offered by Yoder Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Yoder Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2033 N Main St #1060, Walnut Creek, CA 94596, USA
Phone (925) 691-5600
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Yoder Wealth Management is registered to service clients in the following states:

  • California
  • Texas

Disciplinary History

Yoder Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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