Monalynd Young
Advisor at ClearPoint Wealth Management
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 ClearPoint Wealth Management
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
ClearPoint Wealth Management
Location
Colleyville, TX 76034
Credentials
CFP®
Industry experience
8 years
Monalynd Young is a CFP® professional with eight years of industry experience. She currently serves as an advisor at ClearPoint Wealth Management and previously worked at Allen Wealth Advisors, LLC and United Capital Financial Advisors, LLC. Outside of her role at ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management offers investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies, manages accounts on a discretionary basis, and provides select financial planning services alongside investment management.
Based on ClearPoint Wealth Management
Financial Planning fixed fees range from $7,500 to $10,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$250/hour for financial planning
Fee-only: Financial Planning: Fixed fees range from $7,500 to $10,000; Hourly rate $250/hour
6110 Colleyville Blvd Ste 106
Colleyville, TX 76034
Texas
ClearPoint Wealth Management
2025 - Present (1 year)
Allen Wealth Advisors, LLC
2024 - 2025 (1 year)
Unemployed
2023 - 2024 (1 year)
United Capital Financial Advisors, LLC
2016 - 2023 (7 years)
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