Gage Deyoung is a CFP-designated registered investment advisor at Prudent Wealthcare, based in Monument, CO, with 24 years of industry experience. Gage 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, Retirement Planning, and 1 more. Their firm serves 32 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Prudent Wealthcare does not directly manage investments. They provide investment portfolio recommendations and implementation consultation, but clients place their own trades. They need to be able to view client's investment portfolio to compare it to their model investment portfolio recommendations.
Location
Monument, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gage has been an independent insurance agent since 2001, offering insurance products and services through unaffiliated issuers and agencies. This involves about 10% of his time each month.
Employment History
Current Registrations
Prudent Wealthcare
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Strategic Advisers, INC.
State Registrations2 states
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.