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Nicholas B Yeomans

YEOMANS CONSULTING GROUP, INC.·MARIETTA, Georgia
SIE, Series 7, Series 24, Series 62, Series 66CFPClean record22 years registeredYEOMANS CONSULTING GROUP, INC.
61 ATLANTA STREET SE, MARIETTA, GA 30060CRD# 4541379Firm CRD# 125573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas B Yeomans · MARIETTA, GA
Registration
CRD #4541379 · YEOMANS CONSULTING GROUP, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Mar 2026 – present
YOUR RETIREMENT COACH
Jun 2004 – Mar 2026
MARIETTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 62
Series 66
Registration record
First registered · June 23, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
YEOMANS CONSULTING GROUP, INC.
CRD 125573 · SEC 801-96287
AUM
$324M
Regulatory assets under management
Employees
16
1,549 client accounts
Services offered by YEOMANS CONSULTING GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at YEOMANS CONSULTING GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Nicholas B Yeomans offer?
Nicholas B Yeomans specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Nicholas B Yeomans's credentials?
Nicholas B Yeomans holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nicholas B Yeomans located?
Nicholas B Yeomans is based in MARIETTA, Georgia, working with YEOMANS CONSULTING GROUP, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Nicholas B Yeomans charge for services?
Nicholas B Yeomans's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YEOMANS CONSULTING GROUP, INC.?
YEOMANS CONSULTING GROUP, INC. has approximately 16 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at YEOMANS CONSULTING GROUP, INC.

Randall Jay Yeomans
MARIETTA, GA

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