W. Steve Marbert
Richard Young Associates, Ltd.
205 Hudson Trace
Augusta, GA 30907
7067390725
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
28
Number of Years with Current Firm
28
Foreign Languages Serviced
None
Advisory Services Provided
Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1815807/rothira-Richard-Young-Associates,-Ltd.-detailed-disclosure.html