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Advisor

Richard Young

Young Richard C & CO · Newport, Rhode Island

Richard Young is a fee-only financial advisor at Young Richard C & CO in Newport, Rhode Island. Young Richard C & CO reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmYoung Richard C & CO
Based in Newport, Rhode Island
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 · CRD 475131
Firm size14 employees
Disclosures None reported
Websiteyoungresearch.com

How Richard'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).

What fee-only advisors charge

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Questions about Richard

Is Richard Young a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?

Richard's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.

Where is Richard Young based?

Richard Young is based in Newport, Rhode Island.

Is Richard Young registered with the SEC?

Yes. Richard Young is registered as an investment adviser representative in FL and RI (CRD 475131), 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 Richard Young?

Through Richard's website, youngresearch.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Newport

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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