# Daniel Yeoman

> Daniel Yeoman is a fee-only financial advisor at Asset Dedication in San Francisco, California. Asset Dedication reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-yeoman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Asset Dedication
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.93B across 6,174 accounts
- **CRD:** 6013054 (https://adviserinfo.sec.gov/individual/summary/6013054)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.assetdedication.com

## Frequently asked questions

### Is Daniel Yeoman a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Yeoman based?

Daniel Yeoman is based in San Francisco, California.

### Is Daniel Yeoman registered with the SEC?

Yes. Daniel Yeoman is registered as an investment adviser representative in CA and TX (CRD 6013054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset Dedication manage?

Asset Dedication reports $2.93B across 6,174 accounts in assets under management.

### How do I contact Daniel Yeoman?

Through Daniel's website, www.assetdedication.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6013054): 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

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