Advisor at Means 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
Means Wealth Management
Location
Bangor, ME 04401-3614
Credentials
Series 66
Industry experience
< 1 year
Stacey Young is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 66 designation. Stacey has prior experience working at Maine Savings Federal Credit Union, RBC Capital Markets, LLC, and University Credit Union. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies with ongoing monitoring and reporting, and it offers educational materials and market updates to clients.
Based on Means Wealth Management
Based on Means Wealth Management
Financial plan initial review and development: $2,500; Annual financial plan reviews: $500; Additional reviews: $500 each; Exit planning project-based fees typically $15,000 to $50,000.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $1,000,000 (minimum household relationship size, waived at discretion) Minimum fee: Up to $5,000 minimum annual fee for Investment Advisory Services Fee-only: Fee-only investment advisor; no commissions, transaction fees, or markups charged.
802 Stillwater Ave.
Bangor, ME 04401-3614
Maine
Means Wealth Management
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Maine Savings Federal Credit Union
2023 - 2025 (2 years)
RBC Capital Markets
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
University Credit Union
2012 - 2022 (10 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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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.
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