Daniel Yeoman
Asset Dedication · San Francisco, California
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.
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Facts
| Firm | Asset Dedication |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.93B across 6,174 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6013054 |
| Exams passed | Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.assetdedication.com |
How Daniel's firm compares
- Asset Dedication's average account is about $475,000, from its Form ADV (assets managed divided by 6,174 accounts).
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Questions about Daniel
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.
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
- 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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