Alison Yoder
Destiny Capital · Denver, Colorado
Alison Yoder is a fee-only financial advisor at Destiny Capital in Denver, Colorado, who holds the CFP credential. Alison charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, small business owners and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Destiny Capital |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $382.2M across 825 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4109474 |
| Exams passed | Series 63 (2003) · Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.destinycapital.com |
| Profile |
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Questions about Alison
Is Alison Yoder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Destiny Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison charges a percentage of assets and a flat fee or retainer.
Where is Alison Yoder based?
Alison Yoder is based in Denver, Colorado.
What does Alison specialize in?
Alison's specialties include retirement planning, small business owners, founders (pre-exit), tax planning and estate & legacy planning. Alison works with pre-retirees, retirees, founders and multi-generational families.
What credentials does Alison Yoder hold?
Alison Yoder holds the CFP credential.
Is Alison Yoder registered with the SEC?
Yes. Alison Yoder is registered as an investment adviser representative in CO and TX (CRD 4109474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Capital manage?
Destiny Capital reports $382.2M across 825 accounts in assets under management.
How do I contact Alison Yoder?
Through Alison's website, www.destinycapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Destiny Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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