John Youngman
Osprey Private Wealth · New York, New York
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Osprey Private Wealth |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $448.4M across 124 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 2160024 |
| Exams passed | Series 63 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | ospreypw.com |
| Profile |
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Questions about John
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.
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
- Osprey Private Wealth 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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