Aubrey Klearman
YeskeBuie · Vienna, Virginia
Aubrey Klearman is a fee-only financial advisor at YeskeBuie in Vienna, Virginia, who holds the CFP credential. Aubrey charges a percentage of assets (1% a year on the first tier of assets managed and a $3,000,000 asset minimum).
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Facts
| Firm | YeskeBuie |
|---|---|
| Based in | Vienna, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $3,000,000 asset minimum |
| Assets under management | $1.07B across 1,495 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8176941 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.live-big.us |
How Aubrey's firm compares
- YeskeBuie's average account is about $715,000, from its Form ADV (assets managed divided by 1,495 accounts).
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Questions about Aubrey
Is Aubrey Klearman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aubrey holds no broker registration, and YeskeBuie reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aubrey charge for financial advice?
Aubrey charges a percentage of assets.
How much does Aubrey charge?
According to YeskeBuie's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $3,000,000 asset minimum.
Where is Aubrey Klearman based?
Aubrey Klearman is based in Vienna, Virginia.
What credentials does Aubrey Klearman hold?
Aubrey Klearman holds the CFP credential.
Is Aubrey Klearman registered with the SEC?
Yes. Aubrey Klearman is registered as an investment adviser representative in CA (CRD 8176941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YeskeBuie manage?
YeskeBuie reports $1.07B across 1,495 accounts in assets under management.
How do I contact Aubrey Klearman?
Through Aubrey's website, www.live-big.us.
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
- YeskeBuie 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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