Top financial advisors in Youngwood, PA
We’ve curated a list of the best financial advisors in Youngwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$127,140,057
Number of advisors
1 advisors
| $127,140,057 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Youngwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Youngwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Advice & Planning Services LLC
Ryan Naugle is a Certified Financial Planner (CFP®) with a background in finance and management, holding an MBA in Management from Seton Hill and a BSBA in Finance from the University of Pittsburgh. As an Investment Adviser Representative at Advice & Planning Services LLC, he upholds the CFP Board's high standards of professional education, ethics, and conduct. With over a decade of experience in financial planning and wealth management, Ryan has worked at reputable firms such as TIAA-CREF and MetLife Securities. Ryan Naugle operates as a Registered Representative at Purshe Kaplan Sterling, offering insurance products alongside advisory services. He ensures that clients' best interests are prioritized, even when recommending commissionable products. As the Chief Compliance Officer at Advice & Planning Services LLC, Ryan oversees all firm activities, adhering to regulatory requirements and ethical standards. There are no disciplinary events on record related to Ryan Naugle's advisory business, and he has not been involved in any financial misconduct or legal disputes. Clients can rely on his expertise and commitment to providing financial planning services at a fiduciary standard of care.
$127,140,057 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Youngwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Youngwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.