Matthew Yerkes
Shea Financial Advisors · New Richmond, Ohio
Matthew Yerkes is a fee-only financial advisor at Shea Financial Advisors in New Richmond, Ohio. Shea Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shea Financial Advisors |
|---|---|
| Based in | New Richmond, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118.6M across 215 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4547403 |
| Exams passed | Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Matthew's firm compares
- Shea Financial Advisors's average account is about $552,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Matthew
Is Matthew Yerkes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Shea Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Shea Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Yerkes based?
Matthew Yerkes is based in New Richmond, Ohio.
Is Matthew Yerkes registered with the SEC?
Yes. Matthew Yerkes is registered as an investment adviser representative in OH (CRD 4547403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shea Financial Advisors manage?
Shea Financial Advisors reports $118.6M across 215 accounts in assets under management.
How do I contact Matthew Yerkes?
Contact details aren't on file yet. Search for Shea Financial Advisors.
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.
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