Justin Hathaway is a registered investment advisor at Epi Financial Group, based in Troy, MI, with 5 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, Insurance Planning, and 3 more. Their firm serves 79 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary depending on the chosen platform and sub-advisor, ranging from 1.00% to 2.50% annually. Rates are negotiable.
Fee Estimator
Location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
Get directionsHistory
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 estate plan coordinator and insurance agent at EPI Group, LLC, and an insurance agent at EPI Protection, LLC, both since 2020. These activities, involving insurance sales and services, consume nearly all of Justin's time, both during and outside of securities hours.
Employment History
Current Registrations
Epi Financial Group
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.
Exams
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