Justin Patellaro is a CFA, CFP-designated registered investment advisor at Money Concepts Advisory Service, based in San Ramon, CA, with 5 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
San Ramon, CA
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 holds real estate licenses in Arizona and California, but is not actively practicing. He is also an employee of NorthPoint Tax, Wealth and Business Advisory, LLP, dedicating full-time hours to this investment-related role.
Employment History
Current Registrations
Money Concepts Advisory Service
Previous Registrations
Sequoia Financial Group, L.L.C.
Eide Bailly Advisors, LLC
Simplex Wealth Management
Consilium Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
More Advisors
- Jonathan Lee, CFP, ChFCOsaic Wealth, INC.
- Pamela Jacobs, CFPMonvia Financial L.P.
- Cody Smith, CFP
- Raymond Tan, ChFCCalifornia Financial Advisors
- David Fernandez, CFA, CFPCaptrust
- Michael Tomren, CFP, ChFCLPL Financial LLC