Andrew
Young
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Andrew Young is a financial advisor working out of Mansfield, Ohio with 3 years of industry experience. Young currently works for Whitaker-Myers Wealth Managers, LTD. During their career, Young has held roles at Whitaker-Myers Wealth Managers, LTD, Huntington Bank and Jp Morgan Chase & Co. Young has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Ohio and Texas. Whitaker-Myers Wealth Managers, LTD is an advisory business that has its headquarters in Mansfield, OH. The firm has offices in 19 locations and a total of 17 financial advisors. It has $313 million in assets among its 5,690 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 5,690 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Whitaker-Myers Wealth Managers, LTD likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$313,280,725
17
5,690
$55,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Andrew Young Work History
Andrew has been registered as a financial advisor for 3 years.*
Whitaker-Myers Wealth Managers, LTD
Jp Morgan Chase & Co
Huntington Bank
Jp Morgan Chase & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whitaker-Myers Wealth Managers, LTD
Mansfield, OH
Wooster, OH
Wooster, OH
Wooster, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
Mansfield, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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