Justin Waller is a CFP-designated registered investment advisor at Waller Financial Coaching, based in Chico, CA, with 26 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 68 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5,000,000 are negotiable. Minimum annual fee is $10,000. Fees include the outside manager's fee.
Fee Estimator
Contact
Justin Waller
Location
55 Independence Circle, Suite 108, Chico, CA, 95973
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 Activities
Justin volunteers on the board of the Marshall Family Foundation and receives no compensation. He does not believe this creates any conflicts of interest.
Employment History
Current Registrations
Waller Financial Coaching
Previous Registrations
Financial Network Investment Corporation
The H Group, INC.
Ameriprise Financial Services, INC.
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.
Exams
More Advisors
- Guerdon Ely, CFP, ChFCIntegrated Advisors Network LLC
- Jeffrey Ross, CFPCetera Investment Advisers LLC
- Ryan O'donnell, CFPMai Capital Management, LLC
- Devin Potter, CFPLPL Financial LLC
- Derek Hastings, CFPInspire Advisors, LLC
- Muhammad Khaki, CFPLPL Financial LLC