Jeffrey Yeakle
MY Wealth Management · Germantown, Maryland
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $178.7M across 304 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MD, TX · CRD 2818198 |
| Exams passed | Series 63 (1996) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.my-wealthmgmt.com |
| Profile |
How Jeffrey's firm compares
- MY Wealth Management's average account is about $588,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about Jeffrey
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.
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
- MY Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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