Wesley Young
Wesley Young is a CFP-designated registered investment advisor at Oakwood Advisory Group, LLC, based in Prosper, TX, with 17 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 16 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $2,500. Fees are negotiable.
Fee Estimator
Location
Prosper, TX
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2025Customer Dispute
September 2023Civil
July 2023Civil
December 2022Other Business ActivitiesSells Insurance
Wesley is an independent insurance agent offering life insurance and annuities. He also holds ownership positions in several LLCs, including Investors First Capital Group, CoveMark entities, Hughes Lane LLC, MED Income Fund Management entities, ResponseCo MGT, LLC, and J Spark Entertainment Group, Inc.
Employment History
Current Registrations
Oakwood Advisory Group, LLC
Previous Registrations
Trinity Portfolio Advisors, LLC
Round Table Services, LLC
Global Investment Management
Mercer Advisors
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.