Anat Yoder
Anat Yoder is a CFP-designated registered investment advisor at Yoder Wealth Management, based in Walnut Creek, CA, with 21 years of industry experience. Anat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 74 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yoder Wealth Management's fees for ongoing investment supervision are based on a percentage of the value of your portfolio, up to a maximum of 1.25% per year. The exact percentage is agreed upon in advance. These fees are deducted from your account quarterly. Not all accounts are subject to this fee; for example, cash-only accounts are generally exempt. Yoder Wealth Management also manages variable annuity sub-accounts for a fee up to 1.25% annually.
Location
2033 N Main Street #1060, Walnut Creek, CA, 94596
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 →Other Business ActivitiesSells Insurance
Anat is involved in fixed insurance sales at the branch location. She also serves as a trustee for the Anat Yoder 401k plan, which is investment-related and performed at the branch.
Employment History
Current Registrations
Yoder Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.