Jason Young is a CFP-designated registered investment advisor at Creative Planning, based in Waxhaw, NC, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Waxhaw, NC
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024Denied
Employment History
Current Registrations
Creative Planning
June 2015 - Present · 10 yrs 10 mos
Previous Registrations
Mercer Global Advisors INC.
December 2014 - June 2015 · 6 mos
Windhaven Investment Management, INC.
December 2011 - December 2014 · 3 yrs
Charles Schwab & CO., INC.
July 2007 - December 2011 · 4 yrs 5 mos
Wachovia Securities, LLC
March 2006 - June 2006 · 3 mos
Citigroup Global Markets INC.
February 2003 - March 2006 · 3 yrs 1 mo
State Registrations2 states
NCTX
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.