A complete list of active advisors currently associated with Yeti Wealth Management Group, LLC

Warmer can help you find a great advisor at Yeti Wealth Management Group, LLC or one who fits your needs even better.

Yeti Wealth Management Group, LLC provides advisory services primarily to pension and profit‑sharing plans and other pooled or institutional clients, and it also offers financial planning and ongoing portfolio management for individual investors. The firm uses asset‑based (percentage‑of‑AUM) arrangements for ongoing management while offering standalone financial planning engagements as a separate service. The firm’s investment approach is model‑driven and largely passive, relying on proprietary and third‑party models implemented through mutual funds and ETFs and organized around a time‑horizon “bucket” strategy. Portfolios are generally managed on a discretionary basis and constructed to align with written investment policy statements that document client objectives and risk tolerances. Notably, the firm includes pension consulting among its core services, offering both fiduciary 3(38) discretionary investment management and QDIA oversight as well as non‑fiduciary consulting (vendor search, benchmarking, plan governance and participant education), a capability that is uncommon among similar investment managers. The firm is newly formed and operated by a single principal with no assets under management yet, indicating a small, start‑up structure that is nonetheless set up to serve institutional retirement plan clients.

To learn more about the advisors currently working at Yeti Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.