JC
CFP
JC
CFP

Justin Childress

15 Years of Experience
Dallas, TX

Justin Childress is a CFP-designated registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 15 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$5K

Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:

Wrap Fee Program:

  • A flat 2.50% annual fee is charged on all assets under management.

Traditional Asset Management:

  • A flat 2.25% annual fee is charged on all assets under management.

Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.

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Location

15110 Dallas Parkway, Suite 500, Dallas, TX, 75248

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Advisor Resource Council
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - March 2023 · 9 yrs 2 mos
Cetera Investment Services LLC
April 2013 - January 2014 · 9 mos
Cetera Investment Services LLCBroker
April 2013 - March 2023 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - March 2013 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2013 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
February 2011 - September 2011 · 7 mos
Morgan Stanley Smith BarneyBroker
December 2010 - September 2011 · 9 mos
State Registrations1 state
MS
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.