Yoder Wealth Management

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Client assets under management

$331,204,663

Clients

91% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$4,475,739

About

Yoder Wealth Management provides discretionary asset management, financial consulting, and fee‑only variable annuity sub‑account management to individuals, high‑net‑worth clients and pension/profit‑sharing plans, overseeing about $331 million across roughly 74 client relationships. Services include ongoing portfolio supervision, tailored financial planning advice and one‑time or hourly consulting engagements consistent with common practices for supported firms.

The firm delivers one‑on‑one, customized portfolios and generally manages accounts on a discretionary basis with at‑least‑annual reviews, combining strategic rebalancing and tactical asset‑allocation adjustments to align with client objectives. Its investment process uses both fundamental and technical analysis and, for variable annuity sub‑accounts, may employ third‑party signal providers to guide exchanges and monitoring.

A distinguishing feature is that Yoder Wealth Management sponsors a wrap‑fee program, meaning it bundles advisory services and trade execution and absorbs trading costs for wrap accounts—a relatively uncommon arrangement among peers and one the firm notes can create an incentive to limit trade frequency. The firm also stands out for managing substantial assets with a small adviser team while actively offering managed variable annuity sub‑account services with fees deducted directly by the contract sponsors.

Client services

Financial planning Portfolio management

Consulting services not resulting in a financial plan

Expertise

Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed consulting fees generally ranging from $1,000 to $10,000

Project-based

$495 per hour for consulting services

Other

Fee-only: Hourly fee of $495 per hour; Fixed fee range from $1,000 to $10,000

Main office location

Yoder Wealth Management

2033 N Main St., #1060

Walnut Creek CA 94596, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 925-691-5600

Advisors at this firm

Anat Y

CFP®, Series 66

Walnut Creek, CA

Yoder Wealth Management

Anat Yoder is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Yoder Wealth Management since 2018. She also maintains a role with CommonWealth Financial Network dating back to 2013. Anat acts as a trustee for her firm’s 401(k) plan. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across 74 client relationships, focusing on customized portfolios with ongoing supervision and a blend of fundamental and technical analysis.

Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Executive

Michael Y

CFP®, Series 66

Walnut Creek, CA

Yoder Wealth Management

Michael Yoder is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Yoder Wealth Management in Walnut Creek, CA. He has worked with Commonwealth Financial Network since 2013. Outside of advisory services, he is involved in fixed insurance sales. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across about 74 client relationships, offering customized portfolios with strategic rebalancing and tactical asset allocation supported by fundamental and technical analysis.

Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Executive

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