Jeremy Fletcher
Asset Dedication · San Francisco, California
Jeremy Fletcher is a fee-only financial advisor at Asset Dedication in San Francisco, California, who holds the CFA credential. Asset Dedication reports charging a percentage of assets on its Form ADV.
Request an introduction to Jeremy →
Facts
| Firm | Asset Dedication |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.93B across 6,174 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2202134 |
| Exams passed | Series 63 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.assetdedication.com |
| Profile |
How Jeremy's firm compares
- Asset Dedication's average account is about $475,000, from its Form ADV (assets managed divided by 6,174 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Fletcher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Asset Dedication reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeremy Fletcher based?
Jeremy Fletcher is based in San Francisco, California.
What credentials does Jeremy Fletcher hold?
Jeremy Fletcher holds the CFA credential.
Is Jeremy Fletcher registered with the SEC?
Yes. Jeremy Fletcher is registered as an investment adviser representative in CA and TX (CRD 2202134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Dedication manage?
Asset Dedication reports $2.93B across 6,174 accounts in assets under management.
How do I contact Jeremy Fletcher?
Through Jeremy's website, www.assetdedication.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
- 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.
See something wrong? Request a correction. Read our methodology.