Walter Marbert
Richard Young Advisors · Augusta, Georgia
Walter Marbert is a fee-only financial advisor at Richard Young Advisors in Augusta, Georgia, who holds the CFP credential. Richard Young Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Richard Young Advisors |
|---|---|
| Based in | Augusta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.20B across 5,023 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 2590560 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.moneymd.net |
How Walter's firm compares
- Richard Young Advisors's average account is about $238,000, from its Form ADV (assets managed divided by 5,023 accounts).
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Questions about Walter
Is Walter Marbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Richard Young Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter's firm, Richard Young Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Walter Marbert based?
Walter Marbert is based in Augusta, Georgia.
What credentials does Walter Marbert hold?
Walter Marbert holds the CFP credential.
Is Walter Marbert registered with the SEC?
Yes. Walter Marbert is registered as an investment adviser representative in GA and TX (CRD 2590560), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Richard Young Advisors manage?
Richard Young Advisors reports $1.20B across 5,023 accounts in assets under management.
How do I contact Walter Marbert?
Through Walter's website, www.moneymd.net.
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
- Richard Young Advisors 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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