Thomas Young
Thomas Young is a ChFC-designated registered investment advisor at Pl Wealth Advisors, LLC, based in Beaver, PA, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $1.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
PL Wealth Advisors offers ongoing consulting and support services upon completing its initial program. The firm structures its consulting engagements as fixed-fee packages ranging from $5,000 to $15,000 or $150 per hour.
- Comprehensive Package — Includes 5 one-on-one meetings, comprehensive analysis, personalized wealth strategy, a 12-month action plan, and an annual review.
- Elite Package — Includes all Comprehensive package features plus three personal and business development consultations.
- Fixed-fee financial planning and consulting — $5,000 to $15,000 depending on the scope and complexity of services
- Hourly consulting — $150 per hour for specific questions and ongoing reviews
Location
198 Wilson Avenue, Beaver, PA, 15009
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1994Other Business ActivitiesSells Insurance
Thomas is a licensed insurance agent selling fixed insurance products, dedicating nearly full-time hours to this. He also engages in public speaking, educational training for insurance agents, and directs a non-profit providing financial education, while also serving as Vice Chairman of the Board for a non-profit and Trustee for special needs trusts.
Employment History
Current Registrations
Pl Wealth Advisors, LLC
Previous Registrations
Prosperity Economics Partners, LLC
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Walnut Street Securities, INC.Broker
General American Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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