# Jeffrey Yoakum

> Jeffrey Yoakum is a fee-only financial advisor at Yoakum Wealth Management in South San Francisco, California, who holds the CFP credential. Jeffrey focuses on estate & legacy planning and tax planning. Yoakum Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Yoakum Wealth Management
- **Based in:** South San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $89.1M across 109 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 2345102 (https://adviserinfo.sec.gov/individual/summary/2345102)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://yoakumwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Yoakum 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, Yoakum Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeffrey Yoakum based?

Jeffrey Yoakum is based in South San Francisco, California.

### What does Jeffrey specialize in?

Jeffrey's specialties include estate & legacy planning and tax planning.

### What credentials does Jeffrey Yoakum hold?

Jeffrey Yoakum holds the CFP credential.

### Is Jeffrey Yoakum registered with the SEC?

Yes. Jeffrey Yoakum is registered as an investment adviser representative in CA (CRD 2345102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Yoakum Wealth Management manage?

Yoakum Wealth Management reports $89.1M across 109 accounts in assets under management.

### How do I contact Jeffrey Yoakum?

Through Jeffrey's website, yoakumwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2345102): 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://www.yoakumwealth.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.