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Barton Young

Advisor at Sovereign Financial Group, Inc.

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Sovereign Financial Group, Inc. logo

Firm

Sovereign Financial Group, Inc.

Location

Minneola, FL

Credentials

Series 63, Series 65

Industry experience

32 years

About

Barton Young is a financial advisor with Sovereign Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and operating his own firm, Barton Young & Associates. He is also the owner of B Young Enterprises, LLC, a support company. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and retirement plan advisory services, focusing on diversified, low-cost investments with tactical reallocations and periodic rebalancing.

Client services

Based on Sovereign Financial Group, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Sovereign Financial Group, Inc.

Private / alternative investments Options & derivatives strategies Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning fixed fees range from $1,500 to $10,000; ongoing planning fees $500 to $2,500 quarterly

Percentage

Up to 3.00% annually, negotiable based on services, asset level and relationship

Commissions

Certain Advisory Persons receive commissions as Registered Representatives and for insurance sales, separate from advisory fees

Project-based

Financial planning hourly fees range from $200 to $450 per hour

Other

Minimum fee: Minimum fee of $1,125 per quarter, which can be waived at Advisor's discretion Fee-only: Financial planning services offered with hourly fees $200-$450/hour, fixed fees $1,500-$10,000, ongoing fees $500-$2,500 quarterly, negotiable

Location

Minneola, FL

Most active in

Florida

Work history

Sovereign Financial Group, Inc.

2022 - Present (4 years)

B Young Enterprises, LLC

2015 - Present (11 years)

Raymond James Financial

2009 - 2022 (13 years)

Rbh Corp

2004 - 2019 (15 years)

Barton Young & Associates

1999 - 2020 (21 years)

Raymond James Financial Services, Inc.

1999 - 2022 (23 years)

Iridium Group

1998 - 2020 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Reshell S

CFP®, Series 63, Series 66

Ocoee, FL

AMES Financial Solutions, LLC

Social Security optimization Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Alexander K

Series 63, Series 66

Groveland, FL

Macedon Financial Management, LLC

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy C

CFP®, Series 63, Series 65

Winter Garden, FL

Core Wealth Consultants, LLC

Active portfolio management Real estate investing

Alex A

CFP®

Montverde, FL

Paradox Financial LLC

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Douglas H

Series 63, Series 65

Clermont, FL

Pine to Palm Financial, LLC

General retirement planning Income planning
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Christopher B

CFP®, Series 63, Series 65

Clermont, FL

Ballard Wealth Management LLC

Cash flow / budgeting
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