Yeomans Consulting Group, Inc.

Yeomans Consulting Group, Inc. (CRD# 125573) is a financial advisory firm headquartered in Marietta, GA. They manage $128,067,454 in 1,038 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $123,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

GA, LA, TX

Financial Advisors at Yeomans Consulting Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Randall J. Yeomans
CRD#: 1194512
540 Powder Springs Street, Suite C-20, Marietta, GA 30064
100
Wealthminder
score

Randall Yeomans (CRD# 1194512) is an Investment Advisor Representative working at Yeomans Consulting Group, Inc. in Marietta, GA and has over 33 years of experience in the finance industry.

2
Theodore E. Sanders
CRD#: 1423225
540 Powder Springs Street, Suite C-20, Marietta, GA 30064
96
Wealthminder
score

Theodore Sanders (CRD# 1423225) is an Investment Advisor Representative working at Yeomans Consulting Group, Inc. in Marietta, GA and has over 31 years of experience in the finance industry. Theodore Sanders 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.

3
Nicholas B. Yeomans
CRD#: 4541379
540 Powder Springs Street, Suite C-20, Marietta, GA 30064
93
Wealthminder
score

Nicholas Yeomans (CRD# 4541379) is an Investment Advisor Representative working at Yeomans Consulting Group, Inc. in Marietta, GA and has over 13 years of experience in the finance industry.

4
David A. Lorenzo
CRD#: 1373962
540 Powder Springs St., Marietta, GA 30064
83
Wealthminder
score

David Lorenzo (CRD# 1373962) is an Investment Advisor Representative working at Yeomans Consulting Group, Inc. in Marietta, GA and has over 18 years of experience in the finance industry.

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