JP
JP

Justin Proudfoot

3 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Justin Proudfoot is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, 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, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B

Fee Structure

Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:

  • New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
  • Legacy Model:
    • $250 for participants with $50,000 to $500,000 in total Vanguard assets.
    • $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location

14321 North Northsight Blvd, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Customer Dispute
November 2024
Settled
Other Business Activities

Justin is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.

Employment History
Current Registrations
Vanguard Advisers, INC.
July 2023 - Present · 2 yrs 10 mos
Vanguard Marketing Corporation
July 2022 - Present · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
July 2022 - Present · 3 yrs 10 mos
State Registrations2 states
AZTX
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 Proudfoot - Financial Advisor | TrueAdvisor