Jeffrey Yamada
MCS Family Wealth Advisors · Bend, Oregon
Jeffrey Yamada is a fee-only financial advisor at MCS Family Wealth Advisors in Bend, Oregon, who holds the BA, CDFA and CFP credentials. MCS Family Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | MCS Family Wealth Advisors |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $162.6M across 220 accounts |
| Credentials | BA · CDFA · CFP · MBA |
| SEC registration | Investment adviser representative in OR · CRD 4348036 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mcsfamilywealth.com |
| Profile |
How Jeffrey's firm compares
- MCS Family Wealth Advisors's average account is about $739,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Jeffrey
Is Jeffrey Yamada a fee-only financial advisor?
Yes. Jeffrey Yamada is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey's firm, MCS Family Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Yamada based?
Jeffrey Yamada is based in Bend, Oregon.
What credentials does Jeffrey Yamada hold?
Jeffrey Yamada holds the BA, CDFA, CFP and MBA credentials.
Is Jeffrey Yamada registered with the SEC?
Yes. Jeffrey Yamada is registered as an investment adviser representative in OR (CRD 4348036), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MCS Family Wealth Advisors manage?
MCS Family Wealth Advisors reports $162.6M across 220 accounts in assets under management.
How do I contact Jeffrey Yamada?
Through Jeffrey's website, mcsfamilywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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