Y

Young Investment Advisors, Inc

Updated today

Client assets under management

$6,319

Clients

3

0% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

1

Very Low

Average account size

$2,106

About

Young Investment Advisors provides investment consulting and portfolio management to individual clients, including guidance on retirement and estate planning. The firm currently serves a very small client base (three clients) and reports roughly $6,319 in assets under management, and it also facilitates purchases of annuities and other insurance products through an affiliated insurance business.

The firm's advisory services are non‑discretionary and generally follow a balanced asset‑allocation approach, recommending mutual funds and ETFs and using third‑party research such as Morningstar to inform allocations. Rather than charging percentage‑of‑AUM fees, Young primarily uses fixed fees, hourly billing, and annual retainers, and clients retain custody of their assets and proxy voting rights.

Noteworthy distinctions include a close affiliation between the advisory practice and an insurance agency run by the firm’s principal, who devotes the majority of his time to offering insurance products for which commissions may be earned—a potential conflict the firm discloses. The combination of very small scale for a team‑category adviser, the absence of custody and performance‑based fees, and an explicit proxy non‑voting policy differentiates the firm from many peers.

Client services

Portfolio management
General financial advice not related to securities

Expertise

General retirement planning Wealth management

Fee options

Fixed

Fixed fee: $100 to $450 per engagement; Annual retainer fee: $300 to $1,500 per year billed quarterly in advance

Commissions

Commissions may be earned on insurance products sold through related entity; advisory fees are separate from commissions

Project-based

$100 to $200 per hour

Subscriptions

Annual retainer fee ranging from $300 to $1,500 per year billed quarterly in advance

Other

Fee-only: Fixed fee: $100 to $450; Hourly fee: $100 to $200 per hour; Annual retainer fee: $300 to $1,500 per year billed quarterly in advance

Main office location

Young Investment Advisors, Inc

3350 Riverwood Parkway, Suite 1125

Atlanta GA 30339, United States

Number of offices

1

Most active in

Georgia

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Ty Y

Series 63, Series 65

Atlanta, GA

Young Investment Advisors, Inc

Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

General retirement planning Wealth management
user avatar

Parker P

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Parker Philpot is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm follows a balanced strategy primarily recommending mutual funds and ETFs, offering non-discretionary advice through one-time or ongoing engagements.

General retirement planning Wealth management
user avatar

Jeffrey C

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with OfficeZilla, an e-commerce office-supply company, where he served as a franchise partner and silent investor. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy that typically includes mutual funds and ETFs, delivering advice on a non-discretionary basis through written recommendations, quarterly reviews, and periodic meetings.

General retirement planning Wealth management
user avatar

Brian H

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

General retirement planning Wealth management
user avatar

Jonathan B

Series 63, Series 65

Atlanta, GA

Young Investment Advisors, Inc

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Voya Financial Advisors and Ameritas Investment Corp, among others. Bermudez is also a licensed independent insurance agent, offering fixed insurance products. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and ETFs, delivers non-discretionary advice based on client information, and offers both one-time and ongoing retainer engagements.

General retirement planning Wealth management
user avatar

Michael Y

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

General retirement planning Wealth management
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