Richard Young Advisors

Richard Young Advisors at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 8 advisors are listed here; 2 of 8 hold the CFP.
• Its Form ADV reports 16 employees and 1,940 individual clients, 332 of them high net worth.
• Its average account is about $238,000 (assets it manages divided by its 5,023 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Richard Young Advisors fees

Richard Young Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Abigail Gibson

• John Travis

  CFP

• John Travis

• Joshua Marbert

• Justin Folsom

• Ryan Borders

• Walter Marbert

  CFP

• Zachary Albanese