Justin Neuwirt is a CFP-designated registered investment advisor at Neu Wealth Group, based in New Albany, OH, with 11 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 129 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$205.5M
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Location
New Albany, OH
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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.
Learn about disclosures →Employment History
Current Registrations
Neu Wealth Group
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
First Manhattan CO
April 2021 - July 2021 · 3 mos
First Manhattan COBroker
April 2021 - July 2021 · 3 mos
People's United Advisors, INC.
April 2018 - April 2021 · 3 yrs
People's Securities, INC.
November 2016 - March 2020 · 3 yrs 4 mos
People's Securities, INC.Broker
November 2016 - April 2021 · 4 yrs 5 mos
Gfa Securities, LLCBroker
October 2016 - August 2017 · 10 mos
Gerstein Fisher
March 2014 - November 2016 · 2 yrs 8 mos
State Registrations6 states
CAFLNJNYOHTX
Advisor
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Exams
No exam information available for this advisor.