Yoder Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Yoder Wealth Management provides discretionary asset management, financial consulting, and fee‑only variable annuity sub‑account management to individuals, high‑net‑worth clients and pension/profit‑sharing plans, overseeing about $331 million across roughly 74 client relationships. Services include ongoing portfolio supervision, tailored financial planning advice and one‑time or hourly consulting engagements consistent with common practices for supported firms.
The firm delivers one‑on‑one, customized portfolios and generally manages accounts on a discretionary basis with at‑least‑annual reviews, combining strategic rebalancing and tactical asset‑allocation adjustments to align with client objectives. Its investment process uses both fundamental and technical analysis and, for variable annuity sub‑accounts, may employ third‑party signal providers to guide exchanges and monitoring.
A distinguishing feature is that Yoder Wealth Management sponsors a wrap‑fee program, meaning it bundles advisory services and trade execution and absorbs trading costs for wrap accounts—a relatively uncommon arrangement among peers and one the firm notes can create an incentive to limit trade frequency. The firm also stands out for managing substantial assets with a small adviser team while actively offering managed variable annuity sub‑account services with fees deducted directly by the contract sponsors.
Client services
Expertise
Occupation focus
Fee options
Fixed consulting fees generally ranging from $1,000 to $10,000
$495 per hour for consulting services
Fee-only: Hourly fee of $495 per hour; Fixed fee range from $1,000 to $10,000
Main office
2033 N Main Street #1060
Walnut Creek CA 94596
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Anat Nurit Levy Yoder · Yoder Wealth Management · Yoder Wealth Management, Inc. · Yoder, Anat · Yoder, Anat, Nurit Levy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anat Y
CFP®, Series 66
Walnut Creek, CA
Yoder Wealth Management
Anat Yoder is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Yoder Wealth Management since 2018. She also maintains a role with CommonWealth Financial Network dating back to 2013. Anat acts as a trustee for her firm’s 401(k) plan. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across 74 client relationships, focusing on customized portfolios with ongoing supervision and a blend of fundamental and technical analysis.
Michael Y
CFP®, Series 66
Walnut Creek, CA
Yoder Wealth Management
Michael Yoder is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Yoder Wealth Management in Walnut Creek, CA. He has worked with Commonwealth Financial Network since 2013. Outside of advisory services, he is involved in fixed insurance sales. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across about 74 client relationships, offering customized portfolios with strategic rebalancing and tactical asset allocation supported by fundamental and technical analysis.
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