# Dawn Pedicord

> Dawn Pedicord is a fee-only financial advisor at Pedicord Wealth Management in Rocklin, California, who holds the CFP credential. Pedicord Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pedicord Wealth Management
- **Based in:** Rocklin, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $85.6M across 177 accounts
- **Credentials:** CFP
- **CRD:** 3193741 (https://adviserinfo.sec.gov/individual/summary/3193741)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.yourwealthlife.com

## Frequently asked questions

### Is Dawn Pedicord a fee-only financial advisor?

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

### How does Dawn charge for financial advice?

Dawn's firm, Pedicord Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dawn Pedicord based?

Dawn Pedicord is based in Rocklin, California.

### What credentials does Dawn Pedicord hold?

Dawn Pedicord holds the CFP credential.

### Is Dawn Pedicord registered with the SEC?

Yes. Dawn Pedicord is registered as an investment adviser representative in CA (CRD 3193741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pedicord Wealth Management manage?

Pedicord Wealth Management reports $85.6M across 177 accounts in assets under management.

### How do I contact Dawn Pedicord?

Through Dawn's website, www.yourwealthlife.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3193741): 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.