Carmel York
CLYM Wealth · Marina, California
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.
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Who they serve
- Founders
- Executives
Facts
| Firm | CLYM Wealth |
|---|---|
| Based in | Marina, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.2M across 6 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2799287 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clymwealth.com |
How Carmel's firm compares
- CLYM Wealth's average account is about $532,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Carmel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- CLYM Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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