Firm
JD Yeager &
Parker, Colorado
Fee-only
JD Yeager & at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 13 individual clients, 7 of them high net worth.
- Its average account is about $439,000 (assets it manages divided by its 52 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Parker, Colorado |
|---|---|
| Website | jdyeageradvisors.com |
| Phone | (720) 539-6072 |
JD Yeager & fees
JD Yeager & doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 6 |
| High-net-worth clients | 7 |
| Accounts managed | 52 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 307193 |