# Benjamin Young

> Benjamin Young is a fee-only financial advisor at Wisdom Financial Services in Geneseo, Illinois. Wisdom Financial Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-young/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wisdom Financial Services
- **Based in:** Geneseo, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $779.2M across 3,989 accounts
- **CRD:** 6584604 (https://adviserinfo.sec.gov/individual/summary/6584604)
- **SEC registration:** Investment adviser representative in IA, IL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.wisdomfinancial.net/

## Frequently asked questions

### Is Benjamin Young a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Wisdom Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Wisdom Financial Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Benjamin Young based?

Benjamin Young is based in Geneseo, Illinois.

### Is Benjamin Young registered with the SEC?

Yes. Benjamin Young is registered as an investment adviser representative in IA and IL (CRD 6584604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wisdom Financial Services manage?

Wisdom Financial Services reports $779.2M across 3,989 accounts in assets under management.

### How do I contact Benjamin Young?

Through Benjamin's website, www.wisdomfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6584604): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.