A complete list of active advisors currently associated with Yoakum Wealth Management
Warmer can help you find a great advisor at Yoakum Wealth Management or one who fits your needs even better.
The firm provides comprehensive financial planning and discretionary portfolio management primarily to individual clients (including high-net-worth households) and small businesses. Its services include customized financial planning, retirement and rollover advice, investment management, business and divorce consultation, and periodic educational workshops. Investment strategies center on a Core + Satellite approach that blends indexed core holdings with actively managed satellite positions, informed by a mix of fundamental, cyclical and technical analysis. The firm typically manages accounts on a discretionary basis and uses asset-based portfolio fees alongside separate hourly planning engagements. Distinctive features for a single-advisor firm include roughly $89 million in discretionary assets across about 51 clients (implying higher-than-average assets per client) and the maintenance of two offices despite having one advisor. The brochure also highlights uncommon service lines—such as divorce consultation and complimentary educational seminars—and a custodial relationship with a single institutional custodian (Charles Schwab) through its advisor program.
To learn more about the advisors currently working at Yoakum Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
South San Francisco, CA
| 23
|
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