Brian Yates
Asset One · Bridgeville, Pennsylvania
Brian Yates is a fee-only financial advisor at Asset One in Bridgeville, Pennsylvania, who holds the CFP credential. Brian focuses on retirement planning. Asset One reports charging a percentage of assets on its Form ADV.
Request an introduction to Brian →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Asset One |
|---|---|
| Based in | Bridgeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $982.5M across 3,056 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2386154 |
| Exams passed | Series 63 (1993) · Series 65 (2004) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.assetone.com |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Yates a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Asset One reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Asset One, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Yates based?
Brian Yates is based in Bridgeville, Pennsylvania.
What does Brian specialize in?
Brian's specialties include retirement planning. Brian works with retirees, pre-retirees and tech employees.
What credentials does Brian Yates hold?
Brian Yates holds the CFP credential.
Is Brian Yates registered with the SEC?
Yes. Brian Yates is registered as an investment adviser representative in PA (CRD 2386154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset One manage?
Asset One reports $982.5M across 3,056 accounts in assets under management.
How do I contact Brian Yates?
Through Brian's website, www.assetone.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
- Asset One 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.
See something wrong? Request a correction. Read our methodology.