Patrick Younis
Minich MacGregor Wealth Management · Saratoga Springs, New York
Patrick Younis is a fee-only financial advisor at Minich MacGregor Wealth Management in Saratoga Springs, New York. Patrick focuses on retirement planning. Minich MacGregor Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Minich MacGregor Wealth Management |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Assets under management | $722.9M across 2,845 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4817155 |
| Exams passed | Series 63 (2004) · Series 66 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.minichmacgregor.com |
How Patrick's firm compares
- Minich MacGregor Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 2,845 accounts).
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Questions about Patrick
Is Patrick Younis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Minich MacGregor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Minich MacGregor Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Patrick charge?
According to Minich MacGregor Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does Patrick work with clients virtually?
Yes. Minich MacGregor Wealth Management says on its website that it works with clients remotely.
Where is Patrick Younis based?
Patrick Younis is based in Saratoga Springs, New York.
What does Patrick specialize in?
Patrick's specialties include retirement planning. Patrick works with pre-retirees and retirees.
Is Patrick Younis registered with the SEC?
Yes. Patrick Younis is registered as an investment adviser representative in NY (CRD 4817155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Minich MacGregor Wealth Management manage?
Minich MacGregor Wealth Management reports $722.9M across 2,845 accounts in assets under management.
How do I contact Patrick Younis?
Through Patrick's website, www.minichmacgregor.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
- Minich MacGregor Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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