Katherine Young
Yearwood Young Advisors LLC · Brooklyn, New York
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).
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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 |
| Assets under management | $87.1M across 65 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NY · CRD 4983770 |
| Exams passed | Series 63 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | yy-advisors.com |
How Katherine's firm compares
- Ongoing planning starts at $6,600 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- Yearwood Young Advisors LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Katherine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Yearwood Young Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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