Glenn Young is a CFP-designated registered investment advisor at Concentrum Wealth Management, based in San Jose, CA, with 27 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 380 clients with $810M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- Hourly fees: $350/hour for financial advisors, $150/hour for para-planners, and $75/hour for administrative time.
- Flat fees: generally range from $2,000 to $30,000.
Location
353 Piercy Road, San Jose, CA, 95138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glenn owns rental property through a family trust since 2011, requiring minimal time. He also works full-time as a business development consultant for Concentrum Wealth Management.
Employment History
Current Registrations
Concentrum Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
TD Ameritrade, INC.Broker
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.