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JE
CFP
JE
CFP
Justin Paul Elliott
Walser Wealth Management Company, a Limited Liability Company
11 Years of Experience
4 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Financial Planning & Coaching
High Net Worth
Walser Wealth Management Company, a Limited Liability Company
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M
Fee Structure
Minimum Investment:
$250K
Investment Management
Planning
Minimum Annual Fee:
$1,000
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Location
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
Get directions
History
Regulatory History (4)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Criminal
August 2005
Final Disposition
Criminal
November 2004
Final Disposition
Criminal
September 2003
Final Disposition
Criminal
February 2003
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Alterity Financial Group, LLC
November 2017 - March 2024 · 6 yrs 4 mos
Beacon Asset Management INC.
March 2014 - September 2017 · 3 yrs 6 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.