# Colter Yde

> Colter Yde is a fee-only financial advisor at The Norden Group in Provo, Utah. Colter focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** The Norden Group
- **Based in:** Provo, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.97B across 4,220 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6976140 (https://adviserinfo.sec.gov/individual/summary/6976140)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2019)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** https://www.thenordengroup.com/

## Frequently asked questions

### Is Colter Yde a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Colter holds no broker registration, and The Norden Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Colter charge for financial advice?

Colter's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Colter Yde based?

Colter Yde is based in Provo, Utah.

### What does Colter specialize in?

Colter's specialties include tax planning and estate & legacy planning.

### Is Colter Yde registered with the SEC?

Yes. Colter Yde is registered as an investment adviser representative in ID (CRD 6976140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Norden Group manage?

The Norden Group reports $1.97B across 4,220 accounts in assets under management.

### How do I contact Colter Yde?

Through Colter's website, www.thenordengroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6976140): 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://www.thenordengroup.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.