# David Young

> David Young is a fee-only financial advisor at Paragon Wealth Management in Provo, Utah. David charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/david-young/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paragon Wealth Management
- **Based in:** Provo, Utah
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $153.4M across 451 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1503747 (https://adviserinfo.sec.gov/individual/summary/1503747)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2002), Series 65 (1993)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.paragonwealth.com/

## Frequently asked questions

### Is David Young a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Paragon Wealth Management 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 charges a percentage of assets.

### Where is David Young based?

David Young is based in Provo, Utah.

### What does David specialize in?

David's specialties include retirement planning. David works with retirees and pre-retirees.

### Is David Young registered with the SEC?

Yes. David Young is registered as an investment adviser representative in UT (CRD 1503747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paragon Wealth Management manage?

Paragon Wealth Management reports $153.4M across 451 accounts in assets under management.

### How do I contact David Young?

Through David's website, www.paragonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1503747): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://paragonwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.