Jeffrey Yoakum
Yoakum Wealth Management · South San Francisco, California
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.
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Specialties
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 |
| Assets under management | $89.1M across 109 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2345102 |
| Exams passed | Series 63 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | yoakumwealth.com |
| Profile |
How Jeffrey's firm compares
- Yoakum Wealth Management's average account is about $817,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in South San Francisco
Other advisors in California who focus on estate & legacy planning
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
- Yoakum 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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