Yellowbrickroad Financial Advisors, LLC

Yellowbrickroad Financial Advisors, LLC (CRD# 134209) is a financial advisory firm headquartered in San Francisco, CA. They manage $211,039,581 in 920 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $229,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, NH, NY, OH, VA, WA

Financial Advisors at Yellowbrickroad Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stephanie M. Motzkus-Bakan
CRD#: 5600223
14 Funston Avenue, Presidio Of San Francisco, San Francisco, CA 94129
96
Wealthminder
score

Stephanie Motzkus-Bakan (CRD# 5600223) is an Investment Advisor Representative working at Yellowbrickroad Financial Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Stephanie Motzkus-Bakan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bret H. Butcher
CRD#: 5257622
14 Funston Avenue, Presidio Of San Francisco, San Francisco, CA 94129
90
Wealthminder
score

Bret Butcher (CRD# 5257622) is an Investment Advisor Representative working at Yellowbrickroad Financial Advisors, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

3
Danelle Chung
CRD#: 6449014
14 Funston Avenue, Presidio Of San Francisco, San Francisco, CA 94129
90
Wealthminder
score

Danelle Chung (CRD# 6449014) is an Investment Advisor Representative working at Yellowbrickroad Financial Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Danelle Chung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John S. Ohmer
CRD#: 1714852
14 Funston Avenue, San Francisco, CA 94129
86
Wealthminder
score

John Ohmer (CRD# 1714852) is an Investment Advisor Representative working at Yellowbrickroad Financial Advisors, LLC in San Francisco, CA and has over 29 years of experience in the finance industry. John Ohmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.