# Bradford Yeakle

> Bradford Yeakle is a fee-only financial advisor at MY Wealth Management in Germantown, Maryland, who holds the ChFC credential. Bradford focuses on retirement planning and tax planning. MY Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradford-yeakle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MY Wealth Management
- **Based in:** Germantown, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $178.7M across 304 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6921341 (https://adviserinfo.sec.gov/individual/summary/6921341)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (2018), Series 66 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.my-wealthmgmt.com

## Frequently asked questions

### Is Bradford Yeakle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradford holds no broker registration, and MY Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradford charge for financial advice?

Bradford's firm, MY Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bradford Yeakle based?

Bradford Yeakle is based in Germantown, Maryland.

### What does Bradford specialize in?

Bradford's specialties include retirement planning and tax planning. Bradford works with pre-retirees and retirees.

### What credentials does Bradford Yeakle hold?

Bradford Yeakle holds the ChFC credential.

### Is Bradford Yeakle registered with the SEC?

Yes. Bradford Yeakle is registered as an investment adviser representative in MD and TX (CRD 6921341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MY Wealth Management manage?

MY Wealth Management reports $178.7M across 304 accounts in assets under management.

### How do I contact Bradford Yeakle?

Through Bradford's website, www.my-wealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6921341): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://my-wealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.