Tripp Yates
Eaglestrong Financial · Memphis, Tennessee
Tripp Yates is a fee-only financial advisor at Eaglestrong Financial in Memphis, Tennessee, who holds the CFP, CPA/PFS and CPA credentials. Tripp focuses on physicians & residents, small business owners and tax planning. Eaglestrong Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Eaglestrong Financial |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $82.3M across 472 accounts |
| Credentials | CFP · CPA/PFS · CPA · PFS |
| SEC registration | Investment adviser representative in MS, TN, TX · CRD 5630161 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | eaglestrong.com |
| Profile |
How Tripp's firm compares
- Eaglestrong Financial's average account is about $174,000, from its Form ADV (assets managed divided by 472 accounts).
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Questions about Tripp
Is Tripp Yates a fee-only financial advisor?
Yes. Tripp Yates is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tripp's firm.
How does Tripp charge for financial advice?
Tripp's firm, Eaglestrong Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Tripp work with clients virtually?
Yes. Eaglestrong Financial says on its website that it works with clients remotely.
Where is Tripp Yates based?
Tripp Yates is based in Memphis, Tennessee.
What does Tripp specialize in?
Tripp's specialties include physicians & residents, small business owners, tax planning and retirement planning. Tripp works with physicians.
What credentials does Tripp Yates hold?
Tripp Yates holds the CFP, CPA/PFS, CPA and PFS credentials.
Is Tripp Yates registered with the SEC?
Yes. Tripp Yates is registered as an investment adviser representative in MS, TN and TX (CRD 5630161), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Eaglestrong Financial manage?
Eaglestrong Financial reports $82.3M across 472 accounts in assets under management.
How do I contact Tripp Yates?
Through Tripp's website, eaglestrong.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Eaglestrong Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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