JF
JF

Justin Farmer

1 Year of Experience
Alpharetta, GA

Justin Farmer is a registered investment advisor at Exit Wealth Advisors, based in Alpharetta, GA, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 184 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
184 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$187.2M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1040 Cambridge Square, Suite C, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Justin is a majority shareholder in Savannah Distilling, where he serves in an advisory role since 2012, dedicating a few hours per week. He also does freelance media work for media companies since December 2024, dedicating a few hours per week.

Employment History
Current Registrations
Exit Wealth Advisors
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
GA
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.