# John Youngman

> John Youngman is a fee-only financial advisor at Osprey Private Wealth in New York, New York. John focuses on family wealth transfer, estate & legacy planning and retirement planning. Osprey Private Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Osprey Private Wealth
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $448.4M across 124 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Retirement planning, Tax planning
- **Works with:** Multi-generational families
- **CRD:** 2160024 (https://adviserinfo.sec.gov/individual/summary/2160024)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 63 (1993)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://ospreypw.com/

## Frequently asked questions

### Is John Youngman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Osprey Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Osprey Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is John Youngman based?

John Youngman is based in New York, New York.

### What does John specialize in?

John's specialties include family wealth transfer, estate & legacy planning, retirement planning and tax planning. John works with multi-generational families.

### Is John Youngman registered with the SEC?

Yes. John Youngman is registered as an investment adviser representative in CT and NY (CRD 2160024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Osprey Private Wealth manage?

Osprey Private Wealth reports $448.4M across 124 accounts in assets under management.

### How do I contact John Youngman?

Through John's website, ospreypw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2160024): 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://ospreypw.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.