Sydney Woodward
YeskeBuie · San Francisco, California
Sydney Woodward is a fee-only financial advisor at YeskeBuie in San Francisco, California, who holds the CFP credential. Sydney charges a percentage of assets (1% a year on the first tier of assets managed and a $3,000,000 asset minimum).
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Facts
| Firm | YeskeBuie |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $3,000,000 asset minimum |
| Assets under management | $1.07B across 1,495 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7316078 |
| Exams passed | Series 65 (2021) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.live-big.us |
How Sydney's firm compares
- YeskeBuie's average account is about $715,000, from its Form ADV (assets managed divided by 1,495 accounts).
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Questions about Sydney
Is Sydney Woodward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sydney holds no broker registration, and YeskeBuie reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sydney charge for financial advice?
Sydney charges a percentage of assets.
How much does Sydney charge?
According to YeskeBuie's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $3,000,000 asset minimum.
Where is Sydney Woodward based?
Sydney Woodward is based in San Francisco, California.
What credentials does Sydney Woodward hold?
Sydney Woodward holds the CFP credential.
Is Sydney Woodward registered with the SEC?
Yes. Sydney Woodward is registered as an investment adviser representative in CA (CRD 7316078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YeskeBuie manage?
YeskeBuie reports $1.07B across 1,495 accounts in assets under management.
How do I contact Sydney Woodward?
Through Sydney's website, www.live-big.us.
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
- YeskeBuie 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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