Jane Young is a CFP-designated registered investment advisor at More Than Your Money, INC., based in Colorado Springs, CO, with 26 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
More Than Your Money offers investment management engagements that cover only the management of investments. Financial planning and tax preparation services are not included. The annual fee for investment management engagements begins at $5,000 per year, but varies based on the complexity of the client's situation, the composition of the client's account, and the relationship of the client with More Than Your Money. The annual fee is calculated using a percentage of client's income, investments, net worth, services provided, and the perceived complexity of a client's financial situation.
Contact
Jane Young
Location
1271 Kelly Johnson Blvd,, Ste 210, Colorado Springs, CO, 80920-3964
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
More Than Your Money, INC.
Previous Registrations
It's Not Just Money, INC.
Pinnacle Financial Concepts, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jane helps her clients prepare for and transition into their ideal retirement. Jane especially enjoys working with busy executives and professionals, military retirees and defense contractors and widowed and divorced women. Her goal is to provide clarity, comfort and confidence on your path toward retirement.