Yeisley Wealth Solutions, Inc.

Yeisley Wealth Solutions serves individual and high-net-worth clients as well as trusts, estates, businesses and charitable organizations with written financial planning, one‑time and as‑needed consultations, and portfolio management. The firm offers both advisor‑managed accounts and access to a turn‑key, wrap‑fee managed account platform that provides model portfolios and third‑party model managers, and it produces periodic newsletters and blogs while occasionally delivering educational seminars and workshops.

In practice the firm implements discretionary, model‑based strategies through its TAMP relationship and custodian arrangements while retaining the ability to manage portions of accounts directly (including simplified strategies for smaller balances). Its stated investment approach includes strategic and tactical asset allocation and value‑oriented analysis, and it relies on third‑party technology and reporting platforms to support trade processing, performance reporting and client billing.

Distinctive features relative to peers include an unusually high client load per advisor (425 clients with a single advisor on the supported platform) and participation in a wrap‑fee program as a sponsor/sub‑advisory user rather than only offering non‑wrap portfolio management. The firm also has business affiliations with an insurance agency and a separate tax‑preparation service, offers access to a digital estate‑planning platform through an affiliated company, and discloses potential conflicts tied to insurance commissions, tax referrals and third‑party incentives in its regulatory disclosures.