JH
CFP
JH
CFP

Justin Hawksley

13 Years of Experience
Elizabeth, CO

Justin Hawksley is a CFP-designated registered investment advisor at Creative Planning, based in Elizabeth, CO, with 13 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Elizabeth, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Creative Planning
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2015 - September 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
July 2015 - September 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
January 2014 - July 2014 · 6 mos
Ameriprise Financial Services, INC.Broker
July 2012 - July 2014 · 2 yrs
State Registrations2 states
COTX
Advisor

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
No exam information available for this advisor.
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