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Advisor

Jane Young

More than Your Money, Inc. · Colorado Springs, Colorado

Jane Young is a fee-only financial advisor at More than Your Money, Inc. in Colorado Springs, Colorado, who holds the CFP, EA and MBA credentials. Jane charges a one-time planning fee (one-time plans from $2,000 and typically works with clients with $500,000 or more) and focuses on retirement planning, tax planning and divorce financial planning.

One-time planning fee Fee-only CFPEAMBA

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Specialties

Who they serve

  • Pre-retirees
  • Retirees
  • Executives

Facts

FirmMore than Your Money, Inc.
Based in Colorado Springs, Colorado
Fee modelOne-time planning fee
Fees (firm's website)One-time plans from $2,000 · Typically works with clients with $500,000 or more
Accepting new clientsYes
CredentialsCFP · EA · MBA
SEC registration Investment adviser representative in CO · CRD 2771257
Exams passedSeries 63 (1997)
Firm size2 employees
Disclosures None reported
Websitemorethanyourmoney.com

How Jane's firm compares

  • A one-time plan starts at $2,000, below the Colorado median of $2,500 for fee-only firms that publish prices.

What fee-only advisors charge in Colorado

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Tell Jane a little about what you're looking for. Jane 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 Jane

Is Jane Young a fee-only financial advisor?

Yes. Jane Young is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jane's firm.

How does Jane charge for financial advice?

Jane charges a one-time planning fee.

How much does Jane charge?

According to More than Your Money, Inc.'s website, checked October 28, 2026: one-time plans from $2,000; typically works with clients with $500,000 or more.

Where is Jane Young based?

Jane Young is based in Colorado Springs, Colorado.

What does Jane specialize in?

Jane's specialties include retirement planning, tax planning, divorce financial planning and estate & legacy planning. Jane works with pre-retirees, retirees and executives.

What credentials does Jane Young hold?

Jane Young holds the CFP, EA and MBA credentials.

Is Jane Young registered with the SEC?

Yes. Jane Young is registered as an investment adviser representative in CO (CRD 2771257), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How do I contact Jane Young?

Through Jane's website, morethanyourmoney.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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