A complete list of active advisors currently associated with Young Financial Planning

Warmer can help you find a great advisor at Young Financial Planning or one who fits your needs even better.

Young Financial Planning is a fee-only independent investment adviser serving individual and high‑net‑worth clients with discretionary and non‑discretionary portfolio management and both ongoing and project‑based financial planning. The firm charges percentage‑of‑AUM advisory fees and implements model portfolios through custodial platforms. The firm builds client‑specific investment policies guided by asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and, when suitable, subscribing to third‑party model marketplaces and sub‑advisors. Financial planning engagements cover retirement, tax planning, estate planning, business planning, employee benefits, and cash‑flow analysis, delivered either as an ongoing advisory relationship or as a limited‑scope project. Noteworthy aspects include the firm’s small scale — a single‑advisor practice with roughly $4.2 million in assets under management and a very limited client base — and disclosed related business activities: a principal holds an active insurance license but the brochure states they no longer sell insurance or are affiliated with insurers, and management persons have ownership in a separate tax preparation firm, a relationship the brochure identifies as a potential conflict of interest. The firm also emphasizes use of institutional custodial platforms (Altruist and Schwab) and their model marketplaces and technology integrations when sourcing model portfolios and executing client services.

To learn more about the advisors currently working at Young Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chad Young	Lafayette, CO	1

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