Allison Young
Young Richard C & CO · Naples, Florida
Allison Young is a fee-only financial advisor at Young Richard C & CO in Naples, Florida. Young Richard C & CO reports charging a percentage of assets on its Form ADV.
Request an introduction to Allison →
Facts
| Firm | Young Richard C & CO |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.80B across 2,042 accounts |
| SEC registration | Investment adviser representative in FL, RI, TX · CRD 3215304 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | youngresearch.com |
How Allison's firm compares
- Young Richard C & CO's average account is about $882,000, from its Form ADV (assets managed divided by 2,042 accounts).
Request an introduction to Allison
Tell Allison a little about what you're looking for. Allison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Allison
Is Allison Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Young Richard C & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Allison Young based?
Allison Young is based in Naples, Florida.
Is Allison Young registered with the SEC?
Yes. Allison Young is registered as an investment adviser representative in FL, RI and TX (CRD 3215304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Young Richard C & CO manage?
Young Richard C & CO reports $1.80B across 2,042 accounts in assets under management.
How do I contact Allison Young?
Through Allison's website, youngresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Naples
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.