JR
JR
Justin Ragatz
1 Year of Experience
El Segundo, CA
1 Disclosure
Justin Ragatz is a registered investment advisor at The Wealthgarden F.S. LLC, based in El Segundo, CA, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 223 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
223 clients
Average Client Portfolio
$818K average
Assets Under Management
$182.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Total fees collected will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1730 E. Holly Ave, Suite 838, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (1)
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Financial
June 2024Final
Employment History
Current Registrations
The Wealthgarden F.S. LLC
December 2025 - Present · 4 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
May 2024 - April 2025 · 11 mos
Equitable Advisors, LLCBroker
September 2023 - March 2024 · 6 mos
State Registrations1 state
CA
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.