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James Young

Exodus Wealth, LLC
21 Years of Experience
Tallahassee, FL
1 DisclosureBroker
View SEC Summary
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James Young is a registered investment advisor at Exodus Wealth, LLC, based in Tallahassee, FL, with 21 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1725 Cap Cir NE Ste 201, Tallahassee, FL, 32308

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History

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.
Employment Separation After Allegations
March 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Exodus Wealth, LLC
July 2025 - Present · 1 yr 3 mos
Fortune Financial Services, INC.
April 2025 - Present · 1 yr 6 mos
Fortune Financial Services, INC.Broker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
MML Investors Services, LLCBroker
November 2024 - December 2024 · 1 mo
VALIC Financial Advisors, INC.
October 2005 - March 2024 · 18 yrs 5 mos
VALIC Financial Advisors, INC.Broker
September 2004 - March 2024 · 19 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.
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