Melina Therese Young
Investment adviser representative at Truepoint, Inc.
12 yearsExperience
1 stateRegistered in
$6.4BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Truepoint, Inc.Mar 2024 to now
- Total Wealth Planning, LLCJan 2019 to Mar 2024
- UnemployedAug 2018 to Dec 2018
- Ridout BarrettMay 2018 to Aug 2018
- University of the Incarnate WordAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Truepoint, Inc.
$6.4BAssets managed
1,934Clients
40Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7239316
- Firm CRD
- 105664