Young Im
Burling Wealth Partners · Chicago, Illinois
Young Im is a fee-only financial advisor at Burling Wealth Partners in Chicago, Illinois, who holds the CFA credential. Burling Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Burling Wealth Partners |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.00B across 922 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 4685419 |
| Exams passed | Series 63 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.burlingwp.com |
| Profile |
How Young's firm compares
- Burling Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 922 accounts).
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Questions about Young
Is Young Im a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Young holds no broker registration, and Burling Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Young charge for financial advice?
Young's firm, Burling Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Young Im based?
Young Im is based in Chicago, Illinois.
What credentials does Young Im hold?
Young Im holds the CFA credential.
Is Young Im registered with the SEC?
Yes. Young Im is registered as an investment adviser representative in IL (CRD 4685419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burling Wealth Partners manage?
Burling Wealth Partners reports $1.00B across 922 accounts in assets under management.
How do I contact Young Im?
Through Young's website, www.burlingwp.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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