UBS Financial Services
47yrs
Top 1% by experience in Nashville
8yrs
Dean Yoder
Financial advisor at Strategic Advisers
Based in Nashville, Tennessee, Dean Yoder is a fiduciary financial advisor with 8 years of industry experience. Dean joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?More experience than 51% of advisors at Strategic Advisers
OfficeNashville, TN
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Dean
Nashville, TNOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dean
Tailored to Dean’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dean
How do I contact Dean?
Call Strategic Advisers at (617) 563-7000 and ask for Dean Yoder. Dean works from the Nashville, TN office.
How long has Dean been a financial advisor?
Dean has been in the industry since 2019, about 8 years. More experience than 51% of advisors at Strategic Advisers.
What licenses does Dean hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Dean a fiduciary?
Dean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dean paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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