# Mark Young

> Mark Young is a fee-only financial advisor at Clearview Financial, Inc. in San Diego, California, who holds the CFP and CPA credentials. Mark charges a percentage of assets and an ongoing planning fee (a $800,000 asset minimum) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Clearview Financial, Inc.
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** a $800,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101.3M across 44 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4319068 (https://adviserinfo.sec.gov/individual/summary/4319068)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://clearviewfin.com

## Frequently asked questions

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

Yes. Mark 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 Mark's firm.

### How does Mark charge for financial advice?

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

### How much does Mark charge?

According to Clearview Financial, Inc.'s website, checked October 28, 2026: a $800,000 asset minimum.

### Where is Mark Young based?

Mark Young is based in San Diego, California.

### What does Mark specialize in?

Mark's specialties include retirement planning and tax planning. Mark works with retirees and pre-retirees.

### What credentials does Mark Young hold?

Mark Young holds the CFP and CPA credentials.

### Is Mark Young registered with the SEC?

Yes. Mark Young is registered as an investment adviser representative in CA, LA and TX (CRD 4319068), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clearview Financial, Inc. manage?

Clearview Financial, Inc. reports $101.3M across 44 accounts in assets under management.

### How do I contact Mark Young?

Through Mark's website, clearviewfin.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4676): 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.clearviewfin.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.