Young Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$500

“Ongoing Financial Planning YWP collects an initial fee, no greater than $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Young Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall occur without prior written Client consent. 7 Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Young Wealth Partners’ fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lafayette that publish a flat or project fee charge less.

About Young Wealth Partners

• Principal: Chad Young
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339453

Website

youngwealthpartners.com (opens in new tab)

Phone

(720) 335-5022

Other planners in Lafayette that publish fees

• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aeom Investments, LLCLafayette$250/hr, $500⁠-⁠$10,000
• Wealth IqLafayette$350/hr, $15,000
• Winding Trail Financial Planning, LLCLafayette$250⁠-⁠$600/hr

Compare all 5 planners in Lafayette