Caroline Young
Cultivating Wealth · Brooklyn, New York
Caroline Young is a fee-only financial advisor at Cultivating Wealth in Brooklyn, New York, who holds the CFP credential. Cultivating Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cultivating Wealth |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.8M across 719 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7811953 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/liz-sylvan |
How Caroline's firm compares
- Cultivating Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Caroline
Is Caroline Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and Cultivating Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, Cultivating Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caroline Young based?
Caroline Young is based in Brooklyn, New York.
What credentials does Caroline Young hold?
Caroline Young holds the CFP credential.
Is Caroline Young registered with the SEC?
Yes. Caroline Young is registered as an investment adviser representative in NY (CRD 7811953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cultivating Wealth manage?
Cultivating Wealth reports $209.8M across 719 accounts in assets under management.
How do I contact Caroline Young?
Through Caroline's website, www.feeonlynetwork.com/financial-advisor/liz-sylvan.
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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