Young Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Young Wealth Partners is a fee-only advisory firm that provides investment management and comprehensive financial planning to individuals and high‑net‑worth clients. It offers both ongoing planning relationships and limited-scope, project-based planning alongside discretionary and non-discretionary portfolio management.
The firm’s stated investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active funds and, when appropriate, third‑party sub‑advisers or model providers to implement portions of portfolios. It also offers socially responsible investing options and continues to monitor model and sub‑advisor performance for ongoing suitability.
A few features in the brochure distinguish Young Wealth Partners from many peers: the principal maintains an insurance license but the firm notes he no longer sells insurance products and that the firm is not affiliated with insurance companies. The brochure also discloses that the firm offers project-based planning engagements with hourly and fixed-fee arrangements and participates in Altruist and Schwab model marketplaces; additionally, it is newly formed as a single‑advisor firm and currently reports no assets under management.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $1,000 to $10,000; initial financial planning fee up to $500; ongoing quarterly financial planning fees from $250 to $2,000.
$0 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
$300 per hour for project-based financial planning.
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Young Wealth Partners
Lafayette CO, United States
Number of offices
1
Most active in
Young Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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