Elias Young is a CFP-designated registered investment advisor at Fiduciary Financial Advisors, based in Rocklin, CA, with 7 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 2,183 clients with $1.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $150.0M | 0.35% |
| $150M+ | 0.15% |
Fees are negotiable. Maximum annual fee rate is 0.95%.
Fee Estimator
Contact
Elias Young
Location
Rocklin, CA
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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
Elias contracts with Foundation Financial Planning to provide back office support for financial planning. He dedicates about half of his time to this non-investment-related engagement.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Cornerstone Planning Group
Independence Financial Planning LLC
Wellspring Financial Partners
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
I am a financial planner and advisor at Wellspring Financial Partners, an independent 'Fee-Only' firm. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build.
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