Yeomans Consulting Group, Inc. is a large advisory firm based in Marietta. It manages $183.1 million of regulatory assets for 1,322 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 3 other states.
Yeomans Consulting Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and succession and transition planning for business owners. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Yeomans Consulting Group, Inc. is $183.1 million. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Yeomans Consulting Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, and high net worth individuals. The largest group of clients of Nicholas B Yeomans is individuals with 401 clients and $92.78 million of assets under management. Among the 9 most similar advisory firms, Yeomans Consulting Group has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $183.1 million for 502 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Yeomans Consulting Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas B Yeomans has been acting as President since 1 Dec 2012. Randall Jay Yeomans joined the executive team most recently as the Ceo.
The principal office where Yeomans Consulting Group, Inc. performs its advisory services is located at 61 Atlanta Street Se, Marietta, GA 30060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770.427.5227 or by fax 770.919.2076. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at yourretirementcoach.com.