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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Elias Young

Advisor at FIDUCIARY FINANCIAL ADVISORS

GRAND RAPIDS, MI | ROCKLIN, CA

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Search this name across graphsid dfx:ria:df7a7f45-2c20-a087-ca32-0a8beec6c1a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 5, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDUCIARY FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jul 23, 2019
First registration: Aug 5, 2019
Dual registered: no
Other names: ELIAS MIKHAIL JOHN YOUNG
IAPD individual key: 7142676

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDUCIARY FINANCIAL ADVISORS	Independent wealth	Oct 27, 2025	n/a	yes	ROCKLIN, CA\|GRAND RAPIDS, MI	Current employment
CORNERSTONE PLANNING GROUP	Independent wealth	Sep 30, 2025	Oct 24, 2025	no	Tuscon, AZ\|FAIRFIELD, NJ	Previous registration
INDEPENDENCE FINANCIAL PLANNING LLC	n/a	Nov 22, 2024	Dec 22, 2025	no	ROCKLIN, CA	Previous registration
WELLSPRING FINANCIAL PARTNERS	Former SEC adviser	Aug 5, 2019	Oct 23, 2024	no	Tuson, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENCE FINANCIAL PLANNING LLC	CORNERSTONE PLANNING GROUP	Dec 22, 2025	Sep 30, 2025	-83	Firm change after gap	Other
CORNERSTONE PLANNING GROUP	FIDUCIARY FINANCIAL ADVISORS	Oct 24, 2025	Oct 27, 2025	3	Firm change	RIA to RIA
WELLSPRING FINANCIAL PARTNERS	INDEPENDENCE FINANCIAL PLANNING LLC	Oct 23, 2024	Nov 22, 2024	30	Firm change	Other

Relationships

Registered with (4)

→ FIDUCIARY FINANCIAL ADVISORSRegistered adviserregistration: current employment
Oct 27, 2025 to presentfactForm ADV
→ INDEPENDENCE FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Nov 22, 2024 to Dec 22, 2025factForm ADV
→ CORNERSTONE PLANNING GROUPRegistered adviserregistration: previous registration
Sep 30, 2025 to Oct 24, 2025factForm ADV
→ WELLSPRING FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Aug 5, 2019 to Oct 23, 2024factForm ADV

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
Elias Young left Independence Financial Planning Llc for Cornerstone Planning Group (registered 2025-09-30)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2025
Advisor changed firm
Elias Young left Cornerstone Planning Group for Fiduciary Financial Advisors (registered 2025-10-27)
Form ADVobserved 5 days ago
Occurred
Oct 23, 2024
Advisor changed firm
Elias Young left Wellspring Financial Partners for Independence Financial Planning Llc (registered 2024-11-22)
Form ADVobserved 5 days ago