David Young
Summit Family Office Services · Woodinville, Washington
David Young is a fee-only financial advisor at Summit Family Office Services in Woodinville, Washington, who holds the CFA credential. David focuses on family wealth transfer. Summit Family Office Services reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Summit Family Office Services |
|---|---|
| Based in | Woodinville, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $6.5M across 15 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 2960150 |
| Exams passed | Series 63 (1997) · Series 65 (1999) · Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.summitfamilyoffice.com |
How David's firm compares
- Summit Family Office Services's average account is about $433,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about David
Is David Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Summit Family Office Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Summit Family Office Services, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is David Young based?
David Young is based in Woodinville, Washington.
What does David specialize in?
David's specialties include family wealth transfer.
What credentials does David Young hold?
David Young holds the CFA credential.
Is David Young registered with the SEC?
Yes. David Young is registered as an investment adviser representative in WA (CRD 2960150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Family Office Services manage?
Summit Family Office Services reports $6.5M across 15 accounts in assets under management.
How do I contact David Young?
Through David's website, www.summitfamilyoffice.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
- Summit Family Office Services 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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