Lindsay
Youngbauer
Woodmont Investment Counsel, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lindsay Youngbauer is a certified financial planner operating in Nashville, Tennessee who has 4 years of industry experience. Youngbauer is currently employed by Woodmont Investment Counsel, LLC. Their career trajectory has included roles at Woodmont Investment Counsel, LLC, Diversified Trust Company and Reliance Trust Company. Youngbauer can operate in Tennessee. Woodmont Investment Counsel, LLC is a financial advisory firm operating out of Nashville, TN. The firm has a total of 13 financial advisors. It manages $1 billion in assets under management across its 1,176 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises 21 charities and foundations. Of its 1,176 client accounts, 76% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically are based on which service is offered. Fee types charged by Woodmont Investment Counsel, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Woodmont Investment Counsel, LLC Brokerage Details
$1,247,837,157
13
1,176
$1,061,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lindsay Youngbauer Work History
Lindsay has been registered as a financial advisor for 4 years.*
Woodmont Investment Counsel, LLC
Diversified Trust Company
Reliance Trust Company
*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 Lindsay Youngbauer 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 Woodmont Investment Counsel, LLC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Wildwood, MO
Nashville, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.