Justin Owens is a CFP, PFS-designated registered investment advisor at Horizon Advisors, LLC, based in Rome, GA, with 16 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 4 more. Their firm serves 72 clients with $8.3M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and may be lower based on client type, account size, and other factors. Lower or no management fees are generally charged to Horizon employees and their family members.
Fee Estimator
Contact
Justin Owens
Location
506 Riverside Parkway Ne, Suite 202, Rome, GA, 30161
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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 owns Horizon Consulting, LLC, providing financial planning, tax preparation, accounting, and bookkeeping services, taking nearly full-time. He also co-owns several family-owned rental properties and a farm, and serves as a pastor/elder at Three Rivers Church, dedicating a few hours per week.
Employment History
Current Registrations
Horizon Advisors, LLC
Previous Registrations
Ofg Advisors LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
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