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Paladin Research Report For:

W. Steve Marbert

Richard Young Associates, Ltd.

CFP®
205 Hudson Trace
Augusta, GA 30907
706-739-0725

About W. Steve Marbert

Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.

See Disclosures

General Information

Firm Start Year
  • 1974
No. of Employees
  • 10-19
CRD#
  • 2590560
Firm CRD#
  • 126124
Years of Experience in Financial Services
  • 28
Number of Years with Current Firm
  • 28
Foreign Languages Serviced
  • None
Advisory Services Provided
  • Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Firm Information

Assets Managed by Firm
  • Yes

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1815807/paladinregistry-Richard-Young-Associates,-Ltd.-detailed-disclosure.html