Chad Young
Young Financial Planning · Lafayette, Colorado
Chad Young is a fee-only financial advisor at Young Financial Planning in Lafayette, Colorado. Chad charges a flat fee or retainer and a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Young Financial Planning |
|---|---|
| Based in | Lafayette, Colorado |
| Fee model | Flat fee or retainer · Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.3M across 10 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4627997 |
| Exams passed | Series 63 (2012) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.youngfp.com |
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chad
Is Chad Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Young Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad charges a flat fee or retainer and a percentage of assets.
Does Chad work with clients virtually?
Yes. Young Financial Planning says on its website that it works with clients remotely.
Where is Chad Young based?
Chad Young is based in Lafayette, Colorado.
What does Chad specialize in?
Chad's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Chad works with pre-retirees and mid-life transitions.
Is Chad Young registered with the SEC?
Yes. Chad Young is registered as an investment adviser representative in CO (CRD 4627997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Young Financial Planning manage?
Young Financial Planning reports $4.3M across 10 accounts in assets under management.
How do I contact Chad Young?
Through Chad's website, www.youngfp.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
- Young Financial Planning 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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