Justin Richard Chidester
CFP®Professional Summary
Justin Richard Chidester, CFP® is a registered financial advisor currently at WEALTH MODE located in Bountiful, Utah. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Justin has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
Biography
HOW I HELP I find that the biggest challenge for people today is analysis paralysis. You try your best to learn all you can about your finances and manage them on your own. You filter through endless books, articles, podcasts, and forums. But it feels like the more you learn, the more complex you realize planning your own finances can be. WHO I HELP My clients tend to be smart, hard-working people who often have...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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OSAIC WEALTH, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm

WEALTH MODE | WEALTH MODE FINANCIAL PLANNING, LLC
Contact Information
Main Address
450 S 400 E Ste 261, Bountiful, UT 84010Phone Number
(435) 363-9445# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
171AUM (Assets Under Management)
$12,486,401Similar Advisors
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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.
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OSAIC WEALTH, INC.
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State Registrations and Notice Filings
(11/5/2025)
(4/11/2022)
(4/28/2022)
(8/10/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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OSAIC WEALTH, INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Justin Richard Chidester's CRS (Customer Relationship Summary).
Services Offered by Justin
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
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OSAIC WEALTH, INC.
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