Fee-only adviser · Victoria, TX
Yendrey Wealth Management LLC
Yendrey Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Victoria, Texas. On its latest Form ADV, filed February 3, 2026, it reports $11M in regulatory assets under management, 60 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 298940 |
| Office | 5606 North Navarro Suite 200-J Victoria, TX 77904 |
| Phone | (361) 648-7889 |
| Website | yendrey.com |
| Regulatory assets under management | $11M |
| Individual clients | 60 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Victoria
See all 4 fee-only advisers in Victoria →
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Yendrey Wealth Management LLC? Update this listing.