David Yeske
YeskeBuie · San Francisco, California
David Yeske is a fee-only financial advisor at YeskeBuie in San Francisco, California, who holds the CFP credential. David charges a percentage of assets (1% a year on the first tier of assets managed and a $3,000,000 asset minimum).
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Facts
| Firm | YeskeBuie |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $3,000,000 asset minimum |
| Assets under management | $1.07B across 1,495 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2047798 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.live-big.us |
How David's firm compares
- YeskeBuie's average account is about $715,000, from its Form ADV (assets managed divided by 1,495 accounts).
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Questions about David
Is David Yeske a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and YeskeBuie reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to YeskeBuie's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $3,000,000 asset minimum.
Where is David Yeske based?
David Yeske is based in San Francisco, California.
What credentials does David Yeske hold?
David Yeske holds the CFP credential.
Is David Yeske registered with the SEC?
Yes. David Yeske is registered as an investment adviser representative in CA (CRD 2047798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YeskeBuie manage?
YeskeBuie reports $1.07B across 1,495 accounts in assets under management.
How do I contact David Yeske?
Through David's website, www.live-big.us.
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
- YeskeBuie 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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