Advisor at Financial Strategies Group
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.
Firm
Financial Strategies Group
Location
Fargo, ND 58102
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
Michael Young is a CFP® with 26 years of industry experience, currently serving at Financial Strategies Group. He has worked at Classic, LLC for 11 years and holds leadership roles including Chief Compliance Officer and Chief Operating Officer at Classic Asset Management LLC. Young is also involved in non-investment activities as a board member of Calvary Church. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $170 million for about 659 clients, using model portfolios based on Modern Portfolio Theory and focusing on mutual funds and ETFs.
Based on Financial Strategies Group
Based on Financial Strategies Group
Flat fees range from $1,000 to $100,000 per year for portfolio management; Fixed fees for financial planning from $250 to $5,000 or more
0.50% to 2.00% annually (negotiable, varies by account size and complexity)
Commissions earned by registered representatives for securities and insurance products sold, separate from advisory fees
Hourly fees range from $40 to $250 for specific financial planning services
Fee-only: Flat fees between $1,000 and $100,000 per year for portfolio management; Fixed fees $250 to $5,000 for broad financial planning; Hourly fees $40 to $250 for modular financial planning
1220 28 Th Avenue North
Fargo, ND 58102
North Dakota · Texas
Purshe Kaplan Sterling Investments
2026 - Present (1 year)
Aurora Securities, Inc.
2024 - 2025 (1 year)
Secure Asset Management, LLC
2024 - 2025 (1 year)
Classic, LLC
2013 - 2024 (11 years)
Classic Holdings LLC
2011 - Present (15 years)
Classic Asset Management Llc D/B/A Financial Strategies Group
2007 - Present (19 years)
Young Financial Services
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CTS Consulting, LLC
Series 63, Series 66
West Fargo, ND
Strategic Financial Inc.
Series 66
Fargo, ND
Cultivate Financial
CFP®, Series 66
Fargo, ND
Fortify Financial Group, LLC
CFP®, Series 63, Series 66
Fargo, ND
Williams and Schiller Wealth Management, LLC
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
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