Greg Young
APFORIA, LTD · North Kingstown, Rhode Island
Greg Young is a fee-only financial advisor at APFORIA, LTD in North Kingstown, Rhode Island, who holds the CFP, ChFC and EA credentials.
- $102M
- Firm assets managed
- $83,000
- Firm's average account
- 2014
- First securities exam
How does Greg's firm compare?
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APFORIA, LTD's average account is about $83,000, from its Form ADV (assets managed divided by 1,228 accounts).
Questions about Greg
Is Greg Young a fee-only financial advisor?
Yes. Greg Young is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.
How does Greg Young charge for financial advice?
Greg's firm, APFORIA, LTD, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Greg Young based?
Greg Young is based in North Kingstown, Rhode Island.
What credentials does Greg Young hold?
Greg Young holds the CFP, ChFC, EA and MSFP credentials.
Is Greg Young registered with the SEC?
Yes. Greg Young is registered as an investment adviser representative in RI (CRD 6389162), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does APFORIA, LTD manage?
APFORIA, LTD reports $101.9M across 1,228 accounts in assets under management.
How do I contact Greg Young?
Through Greg Young's website, apforia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | APFORIA, LTD |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.9M across 1,228 accounts |
| Credentials | CFP · ChFC · EA · MSFP |
| SEC registration | Investment adviser representative in RI · CRD 6389162 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | apforia.com |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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