DY
CFP
DY
CFP
Dean Young is a CFP-designated registered investment advisor at B1b Financial Solutions, based in Nixa, MO, with 42 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 58 clients with $60M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$59.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Nixa, MO
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2002Settled
Customer Dispute
August 1995Settled
Employment History
Current Registrations
B1b Financial Solutions
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Mercer Global Advisors INC.
July 2022 - January 2024 · 1 yr 6 mos
Hya Advisors, INC
December 1996 - September 2022 · 25 yrs 9 mos
Heim, Young & Associates, INC.Broker
December 1995 - December 2023 · 28 yrs
Sunshine Investment CorporationBroker
November 1995 - December 1995 · 1 mo
Securities America, INC.Broker
August 1991 - December 1995 · 4 yrs 4 mos
Vsr Financial Services, INC.Broker
March 1989 - August 1991 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
January 1984 - March 1989 · 5 yrs 2 mos
Ids Financial Services INC.Broker
January 1984 - December 1986 · 2 yrs 11 mos
State Registrations1 state
MO
Advisor
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
No exam information available for this advisor.