Justin Mcintyre
Justin Mcintyre is a registered investment advisor at Financial Network Wealth Advisors LLC, based in Draper, UT, with 11 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 836 clients with $430M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. For certain clients, Plan 4 Wealth charges an annual fee that varies up to 1.25% and is dependent upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Although this fee is higher than stated above, clients who do not utilize the services of a Sub-Advisor, and pay additional fees to the Sub-Advisor, will be billed on this fee schedule.
Fee Estimator
Location
38 W. 13775 S, Suite 300, Draper, UT, 84020
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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 ActivitiesSells Insurance
Justin is an investment advisor representative (IAR) with Financial Network Wealth Advisors and a registered representative with Financial Network, spending about 10-20% of his time on these activities. He also sells life insurance and annuities, dedicating minimal time to this, and owns/manages rental properties through CM Investments & Properties LLC and KOINS LLC, as well as overseeing an e-commerce business, Commerce Vibe LLC.
Employment History
Current Registrations
Financial Network Wealth Advisors LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Mcintyre Investments, LLC
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Goldman, Sachs & CO.Broker
State Registrations8 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.