Anat Yoder
Yoder Wealth Management · Walnut Creek, California
Anat Yoder is a fee-only financial advisor at Yoder Wealth Management in Walnut Creek, California, who holds the CFP credential. Anat focuses on equity compensation. Yoder Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Founders
- Retirees
Facts
| Firm | Yoder Wealth Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $331.2M across 341 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4777804 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.yoderwm.com |
| Profile |
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Questions about Anat
Is Anat Yoder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anat holds no broker registration, and Yoder Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anat charge for financial advice?
Anat's firm, Yoder Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anat Yoder based?
Anat Yoder is based in Walnut Creek, California.
What does Anat specialize in?
Anat's specialties include equity compensation. Anat works with high earners, founders and retirees.
What credentials does Anat Yoder hold?
Anat Yoder holds the CFP credential.
Is Anat Yoder registered with the SEC?
Yes. Anat Yoder is registered as an investment adviser representative in CA and TX (CRD 4777804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yoder Wealth Management manage?
Yoder Wealth Management reports $331.2M across 341 accounts in assets under management.
How do I contact Anat Yoder?
Through Anat's website, www.yoderwm.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
- Yoder Wealth Management 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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