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JH
CFP
JH
CFP

Justin Howard

Howard Wealth Management, LLC
29 Years of Experience
Madison, CT
View SEC Summary
View SEC Summary

Justin Howard is a CFP-designated registered investment advisor at Howard Wealth Management, LLC, based in Madison, CT, with 29 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 248 clients with $400M in assets under management.

Howard Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
248 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$397.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.25% to 1.50% depending on portfolio complexity and administration needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Madison, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justin is a member of 47 Lafayette Place, LLC since 2015, which will eventually manage a real estate property. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Howard Wealth Management, LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Apw Capital, INC.Broker
March 2007 - December 2018 · 11 yrs 9 mos
United Securities Alliance, INC.Broker
April 2005 - February 2007 · 1 yr 10 mos
Cherry Street Partners
November 2003 - January 2019 · 15 yrs 2 mos
Walnut Street Securities, INC.Broker
May 2003 - April 2005 · 1 yr 11 mos
Hartford Equity Sales Company INC.Broker
March 2002 - April 2003 · 1 yr 1 mo
Diastole Wealth Management
July 2000 - April 2003 · 2 yrs 9 mos
Lockwood Financial Services, INC.Broker
May 1997 - July 2000 · 3 yrs 2 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
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