Gregory Yocum is a CFP-designated registered investment advisor at Yocum Wealth, based in Phoenix, AZ, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are billed quarterly in arrears. Related client accounts may be grouped for householding purposes to achieve minimum annualized fees. Fees may be negotiated or discounted at Yocum Wealth's discretion.
Fee Estimator
Location
3200 E. Camelback Rd.,, Ste 107, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Yocum Wealth
Previous Registrations
Arq Wealth Advisors, LLC
Vanguard Advisers INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Mary Baron, ChFCAmeriprise Financial Services, LLC
- John Smith, CFPDomain Money Advisors, LLC
- Cheryl Knight, ChFCLPL Enterprise, LLC
- Dane Breslo, CFPSchwab Wealth Advisory, INC.
- Sarah Spiller, CFP, ChFCCharles Schwab & CO., INC.
- Nicholas Doyle, CFP