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JN
CFP
JN
CFP

Justin Nelson

Beacon Pointe Advisors, LLC
13 Years of Experience
Wichita, KS
Sells Insurance
View SEC Summary
View SEC Summary

Justin Nelson is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Wichita, KS, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.

Beacon Pointe Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
471 advisors
Number of Clients
29,929 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$54.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.

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

Wichita, KS

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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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Other Business ActivitiesSells Insurance

Justin is an agent at Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products, dedicating a few hours per week. Justin also owns Onsite Lube Express, a quick lube business, spending minimal time tracking inventory and coordinating schedules.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Principal Securities, INC.
February 2020 - October 2023 · 3 yrs 8 mos
Principal Securities, INC.Broker
February 2020 - October 2023 · 3 yrs 8 mos
Elevated Capital Advisors, LLC
February 2018 - January 2020 · 1 yr 11 mos
LPL Financial LLC
June 2016 - February 2018 · 1 yr 8 mos
LPL Financial LLCBroker
June 2016 - February 2018 · 1 yr 8 mos
Waddell & Reed
January 2013 - June 2016 · 3 yrs 5 mos
Waddell & ReedBroker
January 2013 - June 2016 · 3 yrs 5 mos
State Registrations1 state
KS
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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