Yosemite Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,925,806
Clients
70
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$227,512
About
Yosemite Wealth provides investment management and financial planning to individuals (including high‑net‑worth clients), corporations, and charitable organizations, and also offers employee benefit plan services for employer‑sponsored retirement plans. The single‑advisor firm reports about $16.3 million in discretionary assets under management across roughly 70 clients and offers both project‑based and ongoing planning engagements.
The firm builds individualized investment policies using Modern Portfolio Theory and primarily implements passive strategies with index mutual funds and ETFs, while also recommending or overseeing third‑party managers when appropriate. Financial planning work includes electronic, RightCapital‑generated plans for project engagements and a subscription‑style ongoing planning service with periodic (quarterly) plan reviews and implementation support.
Compared with many peers, Yosemite Wealth serves charitable organization clients and provides pension consulting and ongoing plan services to employer plan sponsors—service areas that are relatively uncommon for independent firms of this scale. Operationally the firm does not aggregate trades for block execution, reports no soft‑dollar benefits, refers to outside managers whose fees are separate, relies on Altruist/Apex custodial relationships, and relies primarily on custodian statements rather than issuing separate written account reports.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Project based financial planning fees ranging from $500 to $3,000 depending on complexity; ongoing financial planning fees $25 to $150 per month plus upfront $250 charge
$1 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.55% $5,000,001+: 0.45%
Main office location
Yosemite Wealth
40047 Highway 41, Unit B
Oakhurst CA 93644, United States
Number of offices
1
Most active in
Yosemite Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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