Michael Young
Clearview Financial · San Diego, California
Michael Young is a fee-only financial advisor at Clearview Financial in San Diego, California, who holds the CFP credential. Clearview Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clearview Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.3M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 7052912 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clearviewfin.com |
How Michael's firm compares
- Clearview Financial's average account is about $2.3 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Michael
Is Michael Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Clearview Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Clearview Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Young based?
Michael Young is based in San Diego, California.
What credentials does Michael Young hold?
Michael Young holds the CFP credential.
Is Michael Young registered with the SEC?
Yes. Michael Young is registered as an investment adviser representative in CA, LA and TX (CRD 7052912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearview Financial manage?
Clearview Financial reports $101.3M across 44 accounts in assets under management.
How do I contact Michael Young?
Through Michael's website, www.clearviewfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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