Justin Fort is a CFP-designated registered investment advisor at Fort Advisors INC, based in Austin, TX, with 13 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 410 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fort Advisors charges an annual fee based on the total value of your portfolio. The specific percentage is not listed in the brochure. They may use third-party investment advisors to manage your account. Your investment advisor representative will monitor your accounts and financial situation at least annually.
Location
7701 San Felipe Blvd., Suite 100, Austin, TX, 78729
Get directionsHistory
Regulatory History (1)
Criminal
January 2001Other Business ActivitiesSells Insurance
Justin is a principal/agent at Amicord LLC, a non-investment-related insurance agency, dedicating about 10-20% of his time. He is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity. Justin is also the President of Fort Wealth Management.
Employment History
Current Registrations
Fort Advisors INC
Previous Registrations
Corecap Advisors
Alphastar Capital Management, LLC
Fort Financial, INC.
State Registrations1 state
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.