J Meaders is a CFP-designated registered investment advisor at Magellan Planning Group, based in Atlanta, GA, with 27 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA, 30319
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
J. is the owner of Magellan Legal, LLC, a law firm specializing in estate planning and probate, and also works as an attorney there. J. is also an independent insurance agent selling fixed insurance products, and the president of Magellan Planning Group, Inc., a marketing entity for financial services; these activities take a significant amount of time.
Employment History
Current Registrations
Magellan Planning Group
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Magellan Wealth Management, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
First Montauk Securities CORP.Broker
Centennial Capital Management, INC.Broker
State Registrations2 states
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.