# Jeffrey Yeakle

> Jeffrey Yeakle is a fee-only financial advisor at MY Wealth Management in Germantown, Maryland, who holds the CFP and ChFC credentials. Jeffrey focuses on retirement planning and tax planning. MY Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-yeakle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MY Wealth Management
- **Based in:** Germantown, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $178.7M across 304 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 2818198 (https://adviserinfo.sec.gov/individual/summary/2818198)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (1996), Series 65 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.my-wealthmgmt.com

## Frequently asked questions

### Is Jeffrey Yeakle a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, MY Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Yeakle based?

Jeffrey Yeakle is based in Germantown, Maryland.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and tax planning. Jeffrey works with pre-retirees and retirees.

### What credentials does Jeffrey Yeakle hold?

Jeffrey Yeakle holds the CFP and ChFC credentials.

### Is Jeffrey Yeakle registered with the SEC?

Yes. Jeffrey Yeakle is registered as an investment adviser representative in MD and TX (CRD 2818198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MY Wealth Management manage?

MY Wealth Management reports $178.7M across 304 accounts in assets under management.

### How do I contact Jeffrey Yeakle?

Through Jeffrey's website, www.my-wealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2818198): 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
- The firm's website (https://my-wealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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