Lindsey Young
Quiet Wealth LLC · Baltimore, Maryland
Lindsey Young is a fee-only financial advisor at Quiet Wealth LLC in Baltimore, Maryland, who holds the CFP, MBA and TPCP credentials.
- $9,200
- Ongoing planning, per year, from
- $4,800
- One-time plan, from
- $300
- Hourly rate
- $1.3B
- Firm assets managed
What Lindsey focuses on
Who Lindsey works with
- Pre-retirees
- Retirees
- High earners
- Founders
- Mid-life transitions
How does Lindsey's firm compare?
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Ongoing planning starts at $9,200 a year, above the Maryland median of $3,800 for fee-only firms that publish prices.
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A one-time plan starts at $4,800, above the Maryland median of $830 for fee-only firms that publish prices.
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The hourly rate is $300, in line with the Maryland median of $300 for fee-only firms that publish prices.
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Quiet Wealth LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
Questions about Lindsey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · MBA · TPCP · EA |
| SEC registration | Investment adviser representative in MD, TX · CRD 4843812 |
| Exams passed | Series 63 (2005) · Series 65 (2019) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | quietwealth.com |
| Profile |
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Other fee-only advisors in Baltimore
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Quiet Wealth 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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