Justin Pritchard is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, with 22 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, Education Planning, Estate Planning, and 5 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Contact
Justin Pritchard
Location
24 E. Main Street, Bozeman, MT, 59715
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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 works for Financial Writing, Inc., providing educational content and freelance writing services. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Xypn Invest
Approach Financial Planning
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
Additional Information
Hi, I’m Justin Pritchard, CFP® with Approach Financial, Inc. in Montrose, Colorado. I’ve been working in the financial world for over 14 years, and my goal is to help you get things done and get on with the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier.I’ve worked with numerous workplace retirement plans (such as 401k plans), so I can handle plan operations as well as help employees — the real people who save in those plans — make sense of their finances and work toward their goals. For retirement plans, small businesses and self-employed entrepreneurs are my sweet spot. I provide everything from plan consulting and setup to ongoing service, participant education, and financial wellness.When it comes to working with individuals, I love helping people get on track and stay there.I earned an MBA and MSIS from the University of Colorado in 2003 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. I’ve written about personal finance, loans, insurance, retirement, and more for the past 15 years, and I enjoy staying up to date on new developments.Let’s talk!