Paul Heckler
Yosemite Capital Management · Wolfeboro, New Hampshire
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.
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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 | $369.0M across 814 accounts |
| SEC registration | Investment adviser representative in CA, NE, TX · CRD 1707829 |
| Exams passed | Series 63 (1991) · Series 65 (1992) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.yosemitecapital.com |
How Paul's firm compares
- Yosemite Capital Management's average account is about $453,000, from its Form ADV (assets managed divided by 814 accounts).
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Questions about Paul
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.
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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