# Dorothy Yates

> Dorothy Yates is a fee-only financial advisor at Eaglestrong Financial in Memphis, Tennessee, who holds the CFP credential. Eaglestrong Financial reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Eaglestrong Financial
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $82.3M across 472 accounts
- **Credentials:** CFP
- **CRD:** 6934099 (https://adviserinfo.sec.gov/individual/summary/6934099)
- **SEC registration:** Investment adviser representative in MS, TN, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.eaglestrong.com

## Frequently asked questions

### Is Dorothy Yates a fee-only financial advisor?

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

### How does Dorothy charge for financial advice?

Dorothy's firm, Eaglestrong Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dorothy Yates based?

Dorothy Yates is based in Memphis, Tennessee.

### What credentials does Dorothy Yates hold?

Dorothy Yates holds the CFP credential.

### Is Dorothy Yates registered with the SEC?

Yes. Dorothy Yates is registered as an investment adviser representative in MS, TN and TX (CRD 6934099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eaglestrong Financial manage?

Eaglestrong Financial reports $82.3M across 472 accounts in assets under management.

### How do I contact Dorothy Yates?

Through Dorothy's website, www.eaglestrong.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6934099): 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

---

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