Young Financial Planning

Overview

Young Financial Planning is an independent, Colorado-registered investment adviser organized as a limited liability company and operated by an individual owner. The firm serves individual and family clients, combining financial planning and portfolio management for individuals and small businesses. Its stated business activities include accounting services, and it lists an affiliation with an insurance company. Fee arrangements are flexible: Young Financial Planning charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not present itself as a capital allocator.

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Public Holdings

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Location & Offices