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Taylor Colin Young

Advisor at Alera Investment Advisors, LLC — Rochester, MI

Updated today

Credentials

Series 65

Experience

2 years

Location

Rochester, MI 48309

Alera Investment Advisors, LLC logo

Alera Investment Advisors, LLC

Multi-team

Total advisors

67

Across 31 offices

Clients per advisor

30 Very Low

Avg AUM per client

$704,811 Typical

HNW client ratio

17% Typical

About

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Client services

Based on Alera Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Alera Investment Advisors, LLC

Wealth management

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Fee options

Fixed

Fixed engagement fees for financial planning and consulting services, negotiated per engagement.

Percentage

$0+: 0.25% to 1.50% annually, tiered schedule depending on asset levels, strategy, programs, and service complexity for Internal Investment Management $0+: Up to 1.75% annually for TAG’s Investment Management Platform (includes Advisor Fee and Platform Fee), tiered by size and composition of portfolio $0+: Up to 1.00% annually for Retirement Plan Advisory Services

Commissions

Certain Advisory Persons receive commissions separately through securities transactions and insurance product sales; these are separate from advisory fees and optional for clients.

Project-based

Up to $350 per hour for stand-alone financial planning and consulting services.

Other

Account minimum: $5,000 Minimum fee: $7,500 minimum fee for retirement plan advisory clients, negotiable at discretion of AIA Fee-only: Investment advisory fees based on assets under management or fixed fees; no commissions charged by AIA for advisory services.

Location

See office

Rochester, MI

2993 Corinthia Dr

Rochester MI 48309

Advisors at this office

1

Most active in

Michigan

Work history

2 years of industry experience

Alera Investment Advisors, INC

2024 - Present • 2 years

Deerfield, IL

Rick Young Insurance Services

2014 - Present • 12 years

Rochester Hills, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Sara F

CFP®, Series 65

Rochester Hills, MI

Arrowroot Family Office, LLC

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Military & Veterans
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Blake K

Series 66

Birmingham, MI

Oppenheimer

Blake Keelean is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at UHY Advisors and held various roles at Michigan State University and in education. Keelean has also been involved with the Orchard Lake Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, investment consulting, and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Louis B

Series 63

Farmington, MI

J.P. Morgan Securities

Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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