# Katherine Young

> Katherine Young is a fee-only financial advisor at Yearwood Young Advisors LLC in Brooklyn, New York, who holds the CFA and CFP credentials. Katherine charges an ongoing planning fee and a percentage of assets (ongoing planning from $6,600 a year and 0.5%–1% a year of assets managed).

Page: https://find.wellspent.co/advisors/katherine-young/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Yearwood Young Advisors LLC
- **Based in:** Brooklyn, New York
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $6,600 a year; 0.5%–1% a year of assets managed
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $87.1M across 65 accounts
- **Credentials:** CFA, CFP
- **CRD:** 4983770 (https://adviserinfo.sec.gov/individual/summary/4983770)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://yy-advisors.com

## Frequently asked questions

### Is Katherine Young a fee-only financial advisor?

Yes. Katherine 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 Katherine's firm.

### How does Katherine charge for financial advice?

Katherine charges an ongoing planning fee and a percentage of assets.

### How much does Katherine charge?

According to Yearwood Young Advisors LLC's website, checked October 28, 2026: ongoing planning from $6,600 a year; 0.5%–1% a year of assets managed.

### Where is Katherine Young based?

Katherine Young is based in Brooklyn, New York.

### What credentials does Katherine Young hold?

Katherine Young holds the CFA and CFP credentials.

### Is Katherine Young registered with the SEC?

Yes. Katherine Young is registered as an investment adviser representative in NY (CRD 4983770), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Yearwood Young Advisors LLC manage?

Yearwood Young Advisors LLC reports $87.1M across 65 accounts in assets under management.

### How do I contact Katherine Young?

Through Katherine's website, yy-advisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47576): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://yy-advisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.