Bethany Yerk
Rachor Investment Advisory Services · Linden, Michigan
Bethany Yerk is a fee-only financial advisor at Rachor Investment Advisory Services in Linden, Michigan, who holds the ChFC credential. Rachor Investment Advisory Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rachor Investment Advisory Services |
|---|---|
| Based in | Linden, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $238.1M across 1,043 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MI · CRD 8167427 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.rias.net |
How Bethany's firm compares
- Rachor Investment Advisory Services's average account is about $228,000, from its Form ADV (assets managed divided by 1,043 accounts).
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Questions about Bethany
Is Bethany Yerk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bethany holds no broker registration, and Rachor Investment Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bethany charge for financial advice?
Bethany's firm, Rachor Investment Advisory Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Bethany Yerk based?
Bethany Yerk is based in Linden, Michigan.
What credentials does Bethany Yerk hold?
Bethany Yerk holds the ChFC credential.
Is Bethany Yerk registered with the SEC?
Yes. Bethany Yerk is registered as an investment adviser representative in MI (CRD 8167427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rachor Investment Advisory Services manage?
Rachor Investment Advisory Services reports $238.1M across 1,043 accounts in assets under management.
How do I contact Bethany Yerk?
Through Bethany's website, www.rias.net.
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
- 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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