Justin Taylor is a CFP-designated registered investment advisor at Charter Wealth Management, based in Daphne, AL, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 108 clients with $200M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and management services — $1,500 to $50,000 annually, depending on the complexity of the engagement, the time required, the number of participants, and the assets involved.
- Educational workshops — $1,500 to $3,000 per workshop series, paid by the workshop sponsor rather than plan participants, depending on attendee count, materials, and session frequency.
- Hourly consulting — $400 per hour for plan consultation services, billed in 15-minute increments.
Location
Daphne, AL
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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
Charter Wealth Management
Previous Registrations
Duncan-Williams, INC.
Wells Fargo Advisors, LLC
Waddell & Reed, INC.
State Registrations6 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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