Carol Young
Stangier Wealth Management · Clackamas, Oregon
Carol Young is a fee-only financial advisor at Stangier Wealth Management in Clackamas, Oregon. Stangier Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stangier Wealth Management |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $300.4M across 1,512 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 5993862 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stangierwealthmanagement.com |
How Carol's firm compares
- Stangier Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 1,512 accounts).
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Questions about Carol
Is Carol Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Stangier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carol charge for financial advice?
Carol's firm, Stangier Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Carol Young based?
Carol Young is based in Clackamas, Oregon.
Is Carol Young registered with the SEC?
Yes. Carol Young is registered as an investment adviser representative in OR and TX (CRD 5993862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stangier Wealth Management manage?
Stangier Wealth Management reports $300.4M across 1,512 accounts in assets under management.
How do I contact Carol Young?
Through Carol's website, www.stangierwealthmanagement.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
- 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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