# Brandon Yendrey

> Brandon Yendrey is a fee-only financial advisor at Yendrey Wealth Management in Victoria, Texas. Yendrey Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Yendrey Wealth Management
- **Based in:** Victoria, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11M across 100 accounts
- **CRD:** 5203040 (https://adviserinfo.sec.gov/individual/summary/5203040)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://yendrey.com/

## Frequently asked questions

### Is Brandon Yendrey a fee-only financial advisor?

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

### How does Brandon charge for financial advice?

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

### Where is Brandon Yendrey based?

Brandon Yendrey is based in Victoria, Texas.

### Is Brandon Yendrey registered with the SEC?

Yes. Brandon Yendrey is registered as an investment adviser representative in TX (CRD 5203040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Yendrey Wealth Management manage?

Yendrey Wealth Management reports $11M across 100 accounts in assets under management.

### How do I contact Brandon Yendrey?

Through Brandon's website, yendrey.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5203040): 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://yendrey.com/): specialties, clients served, and fees, checked October 30, 2026

---

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