# Paul Heckler

> Paul Heckler is a fee-only financial advisor at Yosemite Capital Management in Wolfeboro, New Hampshire. Yosemite Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-heckler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Yosemite Capital Management
- **Based in:** Wolfeboro, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $369.0M across 814 accounts
- **CRD:** 1707829 (https://adviserinfo.sec.gov/individual/summary/1707829)
- **SEC registration:** Investment adviser representative in CA, NE, TX
- **Exams passed:** Series 63 (1991), Series 65 (1992)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.yosemitecapital.com

## Frequently asked questions

### Is Paul Heckler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Yosemite Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Yosemite Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Heckler based?

Paul Heckler is based in Wolfeboro, New Hampshire.

### Is Paul Heckler registered with the SEC?

Yes. Paul Heckler is registered as an investment adviser representative in CA, NE and TX (CRD 1707829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Yosemite Capital Management manage?

Yosemite Capital Management reports $369.0M across 814 accounts in assets under management.

### How do I contact Paul Heckler?

Through Paul's website, www.yosemitecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1707829): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.