Firm
Young Richard C & CO
Newport, Rhode Island
Fee-only
Young Richard C & CO at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 14 employees and 798 individual clients, 505 of them high net worth.
- Its average account is about $882,000 (assets it manages divided by its 2,042 accounts).
Facts
| Based in | Newport, Rhode Island |
|---|---|
| Website | youngresearch.com |
| Phone | (401) 849-2137 |
Young Richard C & CO fees
Young Richard C & CO 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.8 billion |
| Individual clients | 293 |
| High-net-worth clients | 505 |
| Accounts managed | 2,042 |
| Employees | 14 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-35765) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 105866 |
Advisors at this firm (9)
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