Linda Yeager
Tiller Private Wealth · Bethlehem, Pennsylvania
Linda Yeager is a fee-only financial advisor at Tiller Private Wealth in Bethlehem, Pennsylvania, who holds the CFP credential. Linda focuses on founders (pre-exit), small business owners and physicians & residents. Tiller Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- High earners
Facts
| Firm | Tiller Private Wealth |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $730.3M across 1,409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 2562917 |
| Exams passed | Series 63 (2000) · Series 65 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.tillerpw.com |
| Profile |
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Questions about Linda
Is Linda Yeager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and Tiller Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linda charge for financial advice?
Linda's firm, Tiller Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Linda Yeager based?
Linda Yeager is based in Bethlehem, Pennsylvania.
What does Linda specialize in?
Linda's specialties include founders (pre-exit), small business owners, physicians & residents and family wealth transfer. Linda works with executives, founders, physicians, retirees and high earners.
What credentials does Linda Yeager hold?
Linda Yeager holds the CFP credential.
Is Linda Yeager registered with the SEC?
Yes. Linda Yeager is registered as an investment adviser representative in PA and TX (CRD 2562917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tiller Private Wealth manage?
Tiller Private Wealth reports $730.3M across 1,409 accounts in assets under management.
How do I contact Linda Yeager?
Through Linda's website, www.tillerpw.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
- Tiller Private Wealth 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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