Dawn Pedicord
Pedicord Wealth Management · Rocklin, California
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.
Request an introduction to Dawn →
Facts
| Firm | Pedicord Wealth Management |
|---|---|
| Based in | Rocklin, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $85.6M across 177 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3193741 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.yourwealthlife.com |
| Profile |
How Dawn's firm compares
- Pedicord Wealth Management's average account is about $484,000, from its Form ADV (assets managed divided by 177 accounts).
Request an introduction to Dawn
Tell Dawn a little about what you're looking for. Dawn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dawn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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.
See something wrong? Request a correction. Read our methodology.