Justin Oferrall
Justin Oferrall is a registered investment advisor at O'ferrall Advisory Services, based in Tallahassee, FL, with 4 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, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.53% |
| $100K - $250K | 2.03% |
| $250K - $500K | 1.53% |
| $500K+ | 1.03% |
Fees are negotiable.
Fee Estimator
Location
Tallahassee, FL
Get directionsHistory
Regulatory History (1)
Financial
December 2021Other Business Activities
Justin works as a front office bookkeeper for Intuit, dedicating nearly full-time hours to this role. He also owns and works as the lead bookkeeper for Service Pro Bookkeeping, spending about 10-20% of his time on business development and bookkeeping.
Employment History
Current Registrations
O'ferrall Advisory Services
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
State Registrations2 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.