JA
CFP
JA
CFP

Justin Ahner

3 Years of Experience
Allentown, PA
Broker

Justin Ahner is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Allentown, PA, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3440 Hamilton Blvd., Allentown, PA, 18103

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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 Activities

Justin works as a Wealth Management Associate for Legacy Planning Partners, a HUB International Company, dedicating all of his time during business hours to this role. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2025 - Present · 7 mos
Global Retirement Partners LLC
October 2025 - Present · 7 mos
HUB International Investment Services INC.Broker
November 2024 - Present · 1 yr 6 mos
HUB International Investment Services INC.
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Commonwealth Financial Network
February 2024 - October 2025 · 1 yr 8 mos
Commonwealth Financial NetworkBroker
November 2023 - October 2025 · 1 yr 11 mos
Key Investment Services LLCBroker
December 2022 - November 2023 · 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.
Justin Ahner - Financial Advisor | TrueAdvisor