John-Mark Young
John-Mark Young is a CFP, ChFC-designated registered investment advisor at Whitaker-Myers Wealth Managers, LTD., based in Wooster, OH, with 17 years of industry experience. John-Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,458 clients with $850M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3524 Commerce Parkway, Wooster, OH, 44691
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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 Activities
John-Mark is an employee of Whitaker-Myers Group, where he brings in and cross-sells wealth management services, dedicating about a quarter of his time. He also serves on the board of directors for Buckeye State Credit Union, spending minimal time outside trading hours.
Employment History
Current Registrations
Whitaker-Myers Wealth Managers, LTD.
Previous Registrations
M. S. Howells & CO.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
PNC InvestmentsBroker
State Registrations2 states
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
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