Justinn Steffe is a CFP-designated registered investment advisor at Veyla Financial, based in Asheville, NC, with 4 years of industry experience. Justinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 12 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- One-hour financial advising session — $150-$175, includes a written summary of the conversation.
- Financial advising and coaching package — $400, includes one financial advising session with a write-up and three support calls.
- Multiple session education course — $150, includes four 1.5-hour classes, recordings, access to a Slack channel, and one hour of office hours.
- Business-sponsored single session education class — $250-$400 depending on class size, includes one 1.5-hour class for employees.
- Business-sponsored multi-session education course — $50-$75 per participant (price decreases with volume), includes four 1.5-hour classes, access to a Slack channel, and one hour of office hours.
One-Time Plan:$150 - $400
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Location
Asheville, NC
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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
Veyla Financial
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NC
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.