Brian Yendrey
Yendrey Wealth Management · Victoria, Texas
Brian 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.
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Facts
| Firm | Yendrey Wealth Management |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $11M across 100 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6932951 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | yendrey.com |
How Brian's firm compares
- Yendrey Wealth Management's average account is about $110,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Brian
Is Brian Yendrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Yendrey Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Yendrey based?
Brian Yendrey is based in Victoria, Texas.
Is Brian Yendrey registered with the SEC?
Yes. Brian Yendrey is registered as an investment adviser representative in TX (CRD 6932951), 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 Brian Yendrey?
Through Brian's website, yendrey.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
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
- Yendrey Wealth Management 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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