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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

Working Hard for Your Financial Security and Peace of Mind

About Richard Young Associates, Ltd.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

See Disclosures

General Information

Firm Start Year

1974

No. of Employees

10-19

CRD#

2590560

Firm CRD#

126124

Years of Experience in Financial Services

Number of Years with Current Firm

Foreign Languages Serviced

None

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals, Tax Advice and Services

Services

Investment Types

Mutual Funds, Annuities, Stocks Mutual Funds, Bonds, Stocks

Can meet clients in the following ways

Video Conference, Our Offices, Your Home, Our Office, Phone, Your Office, Email

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Assets Managed by Firm

Yes

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1815807/retirementplanning-Richard-Young-Associates,-Ltd.-detailed-disclosure.html

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