Young Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Young Financial Planning LLC provides wealth management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management for individual accounts, retirement plan consulting and management for plan sponsors, written financial plans, and educational seminars and workshops.
YFP operates as a fee-only adviser and delivers both ongoing investment management and stand‑alone financial planning engagements, with financial planning available on an hourly basis and delivered as a written report. Its investment process emphasizes asset allocation guided by modern portfolio theory and a mix of passive and active strategies tailored to client risk tolerances, and the firm will serve as an ERISA fiduciary/investment manager when managing retirement plans.
Compared with many newly registered firms that report no assets, YFP’s offering of pension consulting and institutional plan management alongside individual portfolio management and public seminars is atypical. The firm also discloses it does not sponsor or advise private funds, does not participate in wrap fee programs, and directs clients to use a recommended custodian for execution and custody.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.25% $1,000,001+: 0.80%
Financial Planning: $300/hour, negotiable.
Account minimum: $250,000 Fee-only: Fee-only firm, only compensation from clients. No commissions or sales-related compensation.
Main office
Westerville OH
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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