Mark Young
Clearview Financial, Inc. · San Diego, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $101.3M across 44 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 4319068 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | clearviewfin.com |
| Profile |
How Mark's firm compares
- Clearview Financial, Inc.'s average account is about $2.3 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Mark
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Clearview Financial, Inc. 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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