Eric Yeager
Gradient Capital Advisors · San Diego, California
Eric Yeager is a fee-only financial advisor at Gradient Capital Advisors in San Diego, California, who holds the CFP credential. Gradient Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gradient Capital Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $742.2M across 1,548 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4137867 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.gradientcapital.com |
How Eric's firm compares
- Gradient Capital Advisors's average account is about $479,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Eric
Is Eric Yeager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Gradient Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Gradient Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Yeager based?
Eric Yeager is based in San Diego, California.
What credentials does Eric Yeager hold?
Eric Yeager holds the CFP credential.
Is Eric Yeager registered with the SEC?
Yes. Eric Yeager is registered as an investment adviser representative in CA (CRD 4137867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gradient Capital Advisors manage?
Gradient Capital Advisors reports $742.2M across 1,548 accounts in assets under management.
How do I contact Eric Yeager?
Through Eric's website, www.gradientcapital.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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