Jane Young is a CFP-designated registered investment advisor at More Than Your Money, INC., based in Colorado Springs, CO, with 27 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
More Than Your Money offers investment management engagements that cover only the management of investments, without financial planning or tax preparation services.
- Investment management engagements begin at $5,000 per year.
- Fees vary based on the complexity of your situation, the composition of your account, and your needs, calculated using a percentage of your income, investments, net worth, and services provided.
Contact
Jane Young
Location
1271 Kelly Johnson Blvd,, Ste 210, Colorado Springs, CO, 80920-3964
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 →Employment History
Current Registrations
More Than Your Money, INC.
Previous Registrations
It's Not Just Money, INC.
Pinnacle Financial Concepts, INC.
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
Additional Information
Jane helps her clients prepare for and transition into their ideal retirement. Jane especially enjoys working with busy executives and professionals, military retirees and defense contractors and widowed and divorced women. Her goal is to provide clarity, comfort and confidence on your path toward retirement.
More Advisors
- Glenn Grosh, CFPLPL Financial LLC
- Nathan Pfeiffer, CFAT. Rowe Price Associates, INC.
- Redding May, CFAMorgan Stanley
- Robert Sikorski, CFPLPL Financial LLC
- Amy Crispino, CFPRaymond James Financial Services Advisors, INC
- Matthew Wenzlaff, ChFC