# Carmel York

> Carmel York is a fee-only financial advisor at CLYM Wealth in Marina, California. CLYM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carmel-york/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CLYM Wealth
- **Based in:** Marina, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.2M across 6 accounts
- **Works with:** Founders, Executives
- **CRD:** 2799287 (https://adviserinfo.sec.gov/individual/summary/2799287)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.clymwealth.com

## Frequently asked questions

### Is Carmel York a fee-only financial advisor?

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

### How does Carmel charge for financial advice?

Carmel's firm, CLYM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carmel York based?

Carmel York is based in Marina, California.

### Is Carmel York registered with the SEC?

Yes. Carmel York is registered as an investment adviser representative in CA and TX (CRD 2799287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CLYM Wealth manage?

CLYM Wealth reports $3.2M across 6 accounts in assets under management.

### How do I contact Carmel York?

Through Carmel's website, www.clymwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2799287): 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
- The firm's website (https://clymwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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