Joshua Marbert
Richard Young Advisors · Augusta, Georgia
Joshua Marbert is a fee-only financial advisor at Richard Young Advisors in Augusta, Georgia. Richard Young Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Richard Young Advisors |
|---|---|
| Based in | Augusta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.20B across 5,023 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6740321 |
| Exams passed | Series 65 (2017) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.moneymd.net |
| Profile |
How Joshua's firm compares
- Richard Young Advisors's average account is about $238,000, from its Form ADV (assets managed divided by 5,023 accounts).
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Questions about Joshua
Is Joshua Marbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Richard Young Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Richard Young Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Marbert based?
Joshua Marbert is based in Augusta, Georgia.
Is Joshua Marbert registered with the SEC?
Yes. Joshua Marbert is registered as an investment adviser representative in GA (CRD 6740321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Richard Young Advisors manage?
Richard Young Advisors reports $1.20B across 5,023 accounts in assets under management.
How do I contact Joshua Marbert?
Through Joshua's website, www.moneymd.net.
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
- Richard Young Advisors 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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