Justin T. Porter
PORTER WEALTH MANAGEMENT
Atlanta, GA 30317
Some features on this profile are disabled
CRD#: 6483014
Professional summary
Justin T Porter, CFP® is a registered financial advisor currently at PORTER WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Justin has worked at 4 firms .
Biography
The reality is that it's difficult for families to reach their financial goals. A coordinated plan can make it easier. Unfortunately, most people are receiving little more than a retirement projection from their advisor. In many cases, that projection is self-serving for the advisor because it's designed to help sell an insurance, investment or annuity product.
As an independent, fee-only, fiduciary, my advice will never be used to steer you toward a product sale. We will start with a thorough analysis of your current financial position. Then we will work together to capture every opportunity the analysis reveals to make reaching your financial goals easier.
It takes roughly 12-18 months to create a comprehensive financial plan. After creating the plan, we generally continue working with our clients to monitor and re-evaluate the plan as their life evolves.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Small Business Planning
Investment Planning
Business Succession Planning
Tax Planning
Divorce Planning
Do you have an area of expertise or specialization?
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Real Estate Investments
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Justin T Porter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
April 20, 2018 - Present
PORTER WEALTH MANAGEMENT, LLC
Office #1: 2318 1st Ave, Atlanta, GA 30317RIA
CRD#: 294135
Atlanta, GA
Past
October 4, 2016 - January 31, 2018
HHM WEALTH ADVISORS, LLC
RIA
CRD#: 150843
CHATTANOOGA, TN
Past
November 30, 2015 - October 21, 2016
PATTON ALBERTSON MILLER GROUP, LLC
RIA
CRD#: 281558
Chattanooga, TN
Past
April 24, 2015 - November 30, 2015
PATTON ALBERTSON & MILLER LLC
RIA
CRD#: 126145
CHATTANOOGA, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(4/20/2018)
IAR
Ohio(4/16/2021)
IAR
Tennessee(5/25/2022)
Exams
Current Firm
PORTER WEALTH MANAGEMENT, LLC
PORTER WEALTH MANAGEMENT, LLC
CRD#: 294135 / SEC#:
Georgia
Registered Investment Advisory firm - (4/20/2018 Approved)North Carolina
Registered Investment Advisory firm - (4/15/2024 Approved)Ohio
Registered Investment Advisory firm - (4/16/2021 Approved)Tennessee
Registered Investment Advisory firm - (5/20/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2318 1st Ave, Atlanta, GA 30317
Mailing Address
Phone number
(540) 270-7542
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 10,145,188 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
