Justin Atkinson is a registered investment advisor at Aan Wealth Advisors LLC, based in Paragould, AR, with 24 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Combined management fee for AAN Wealth Advisors and the subadvisor is up to 1.50% annually, billed quarterly in arrears. Fees are negotiable.
Fee Estimator
Location
13015 Hwy 135 N, Paragould, AR, 72450
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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 →Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Anthem Securities, 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.
Exams
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