Barry Young
Barry Young is a registered investment advisor at Gradient Advisors, LLC, based in Coral Springs, FL, with 18 years of industry experience. Barry 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 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Coral Springs, FL
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
Barry owns White Wealth Management, LLC, providing wealth management, retirement planning, and financial planning services. He is also the president of Barry Young Enterprises Inc., selling insurance for commission, dedicating about half his time to this activity.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Whitestone Wealth Management, LLC
Global Financial Private Capital, LLC
Whitestone Wealth Management LLC
USA Financial Securities Corporation
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
More Advisors
- Terry Humes, ChFCState Farm Investment Management CORP.
- Gabriel Bustamante, CFPMML Investors Services, LLC
- Richard Goldberg, CFP, ChFCPrincipal Securities, INC.
- Theodore Kowalchuk, CFPValmark Advisers, INC.
- Beverly Provost, CFPFr Financial Advisors LLC
- Joshua Walton, ChFCState Farm Investment Management CORP.