Dorothy Yates
Eaglestrong Financial · Memphis, Tennessee
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.
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Facts
| Firm | Eaglestrong Financial |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $82.3M across 472 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS, TN, TX · CRD 6934099 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.eaglestrong.com |
How Dorothy's firm compares
- Eaglestrong Financial's average account is about $174,000, from its Form ADV (assets managed divided by 472 accounts).
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Questions about Dorothy
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.
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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