Justin Chidester is a CFP-designated registered investment advisor at Wealth Mode, based in Bountiful, UT, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 95 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K+ | 0.10% |
If you are not enrolled in comprehensive financial planning, there is a $250 minimum annual fee for the first $100,000 of your portfolio. If you are enrolled in comprehensive financial planning, the advisory fee is 0.10% of your portfolio per year.
Fee Estimator
Location
270 S Main St Suite 112, Ofc 5, Bountiful, UT, 84010
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Regulatory History
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
Wealth Mode
State Registrations4 states
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.