Young Capital Management Inc fees and pricing
Financial planner in Fountain Hills, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Young Capital Management Inc charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The usual fee for us to provide analysis or special projects is $200.00 per hour which may be negotiable depending upon the nature and complexity of your circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Young Capital Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We usually bill fees on in arrears on a quarterly basis.”
- “If any refunds are applicable, they will be given on a pro-rata basis.”
- “Accounts opened or terminated during a calendar quarter will be charged a prorated fee.”
How Young Capital Management Inc’s fees compare
- Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
- None of the 2 other planners in Fountain Hills that publish an hourly rate charge less.
About Young Capital Management Inc
“We provide various asset management and financial planning services, with an emphasis on investment management including stocks, mutual funds, bonds, CDs, treasury securities, municipal securities, options contracts, retirement and pension planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 66
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $85,125,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107448
- Phone
- (480) 837-7507
Other planners in Fountain Hills that publish fees
- Fountain Financial Group, Inc.Fountain Hills$150-$300/hr, $500-$2,000
- Key Group Management, Inc.Fountain Hills$300/hr, $1,500-$10,000
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.