Elizabeth Young
Advisor at Clayton Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clayton Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Topeka, KS 66603-3808
Credentials
CFP®
Industry experience
16 years
Elizabeth Young is a CFP® professional with 16 years of industry experience. She has been with Clayton Financial Services, Inc. since 2005, continuing with the firm through its current iteration as Clayton Wealth Partners. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm offers wealth management services combining discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that range from Aggressive to Conservative and include sustainable/ESG-aligned options.
Based on Clayton Wealth Partners
Based on Clayton Wealth Partners
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$50 - $350 per hour for one-time consultation projects
Account minimum: $120,000 Minimum fee: $1,200 minimum annual fee for individual clients with less than $120,000 in assets; $4,000 minimum annual fee for institutional clients Fee-only: Fee-only Registered Investment Advisory firm; does not receive commissions
716 South Kansas Avenue
Topeka, KS 66603-3808
Kansas · Texas
Clayton Financial Services, Inc.
2017 - Present (9 years)
Clayton Financial Services, Inc.
2005 - 2017 (12 years)
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