Kendall Young
CRD Number: 5081598Current Firm: Cauble & Harre Wealth Management, Inc.
Compensation Model: Fee Only
About
Kendall Young (CRD# 5081598) has over 17 years’ experience at Matter Family Office providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. I enjoy leading families in all areas of their financial life including coordination of income tax planning, estate planning and insurance reviews.
Expertise
Whether you've recently sold a business, inherited wealth, or have a pending retirement, Matter thrives on the complex challenges of managing generational wealth from trust and estate planning to tax management, family governance, and reporting and accounting.
Certification
Kendall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
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Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cauble & Harre Wealth Management, Inc. | Saint Louis, MO | Apr 2019 - Current | 5 |
| Matter Family Office | Clayton, MO | Aug 1998 - Current | 25 |
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Total Assets Under Management237MILLIONS
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Total Number of Accounts433ACCOUNTS
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Average Account Value$546,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MO, NM, TX, WI, WY
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