# Lindsey Young

> Lindsey Young is a fee-only financial advisor at Quiet Wealth LLC in Baltimore, Maryland, who holds the CFP, MBA and TPCP credentials. Lindsey charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $9,200 a year and one-time plans from $4,800) and focuses on retirement planning, tax planning and equity compensation.

Page: https://find.wellspent.co/advisors/lindsey-young/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Quiet Wealth LLC
- **Based in:** Baltimore, Maryland
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $9,200 a year; one-time plans from $4,800; $300 an hour; typically works with clients with $750,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.25B across 4,262 accounts
- **Credentials:** CFP, MBA, TPCP, EA
- **Specialties:** Retirement planning, Tax planning, Equity compensation, Flat-fee planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees, High earners, Founders, Mid-life transitions
- **CRD:** 4843812 (https://adviserinfo.sec.gov/individual/summary/4843812)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (2005), Series 65 (2019)
- **Firm size:** 69 employees
- **Disclosures:** None reported
- **Website:** https://quietwealth.com

## Frequently asked questions

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

Yes. Lindsey Young is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lindsey's firm.

### How does Lindsey Young charge for financial advice?

Lindsey Young charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Lindsey Young charge?

According to Quiet Wealth LLC's website, checked October 28, 2026: ongoing planning from $9,200 a year; one-time plans from $4,800; $300 an hour; typically works with clients with $750,000 or more.

### Does Lindsey Young work with clients virtually?

Yes. Quiet Wealth LLC says on its website that it works with clients remotely.

### Where is Lindsey Young based?

Lindsey Young is based in Baltimore, Maryland.

### What does Lindsey Young specialize in?

Lindsey Young's specialties include retirement planning, tax planning, equity compensation, flat-fee planning, estate & legacy planning and small business owners. Lindsey works with pre-retirees, retirees, high earners, founders and mid-life transitions.

### What credentials does Lindsey Young hold?

Lindsey Young holds the CFP, MBA, TPCP and EA credentials.

### Is Lindsey Young registered with the SEC?

Yes. Lindsey Young is registered as an investment adviser representative in MD and TX (CRD 4843812), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Quiet Wealth LLC manage?

Quiet Wealth LLC reports $1.25B across 4,262 accounts in assets under management.

### How do I contact Lindsey Young?

Through Lindsey Young's website, quietwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45736): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.quietwealth.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.