Justin Bradford is a CFP-designated registered investment advisor at Newedge Advisors, based in Marietta, GA, with 23 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B 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 | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
2870 Johnson Ferry Rd., Suite 200, Marietta, GA, 30062
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 is involved in several business activities, including CNLH, LLC (for tax/investment purposes), Castle Wealth Partners (DBA for LPL business), and NewEdge Advisors (providing investment advisory services). He also has CWP/CNLH Wealth Partners LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Captrust Financial Advisors
Captrust Financial AdvisorsBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations20 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
- Roland Castle, CFPNewedge Advisors
- Jeffrey Ramsey, CFPLPL Financial LLC
- Andrew Pratt, CFAWiser Wealth Management, INC
- Thomas Downs, PFSInvestsouth Financial Services, INC.
- Shawna Theriault, CFPWiser Wealth Management, INC
- Larry Burnette, CFPHanover Advisors, INC