Matthew Young
Young Richard C & CO · Naples, Florida
Matthew Young is a fee-only financial advisor at Young Richard C & CO in Naples, Florida. Young Richard C & CO reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Young Richard C & CO |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.80B across 2,042 accounts |
| SEC registration | Investment adviser representative in FL, RI, TX · CRD 2257617 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | youngresearch.com |
| Profile |
How Matthew's firm compares
- Young Richard C & CO's average account is about $882,000, from its Form ADV (assets managed divided by 2,042 accounts).
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Questions about Matthew
Is Matthew Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Young Richard C & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Young based?
Matthew Young is based in Naples, Florida.
Is Matthew Young registered with the SEC?
Yes. Matthew Young is registered as an investment adviser representative in FL, RI and TX (CRD 2257617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Young Richard C & CO manage?
Young Richard C & CO reports $1.80B across 2,042 accounts in assets under management.
How do I contact Matthew Young?
Through Matthew's website, youngresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Naples
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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