Stacey Young
Means Wealth Management · Bangor, Maine
Stacey Young is a fee-only financial advisor at Means Wealth Management in Bangor, Maine. Stacey charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Means Wealth Management |
|---|---|
| Based in | Bangor, Maine |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 3,520 accounts |
| SEC registration | Investment adviser representative in ME · CRD 7712199 |
| Exams passed | Series 66 (2023) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.meanswealth.com |
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Questions about Stacey
Is Stacey Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacey holds no broker registration, and Means Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacey charge for financial advice?
Stacey charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Stacey charge?
According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Stacey Young based?
Stacey Young is based in Bangor, Maine.
What does Stacey specialize in?
Stacey's specialties include retirement planning, estate & legacy planning and tax planning. Stacey works with founders, retirees and pre-retirees.
Is Stacey Young registered with the SEC?
Yes. Stacey Young is registered as an investment adviser representative in ME (CRD 7712199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Means Wealth Management manage?
Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.
How do I contact Stacey Young?
Through Stacey's website, www.meanswealth.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
- Means 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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