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Justin Richard Chidester

Justin Richard Chidester

CFP®
WEALTH MODE
BOUNTIFUL, UT
·CRD# 6658507·10 years experience

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

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Physicians & Medical Professionals

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.

Blog Corner

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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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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

CFP®
Certified Financial PlannerSince 2017

Years of Experience

10 years in the financial services industry

Current & Past Employments

WEALTH MODE·CRD# 284136
RIA
450 S 400 E Ste 261, Bountiful, UT 84010
August 10, 2016 - Present

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Current Firm

WEALTH MODE
WEALTH MODE

WEALTH MODE | WEALTH MODE FINANCIAL PLANNING, LLC

CRD#: 284136
California
Registered Investment Advisory firm - California (11/5/2025 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/11/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (4/6/2022 Conditional Restricted)
Utah
Registered Investment Advisory firm - Utah (8/10/2016 Approved)

Contact Information

Main Address

450 S 400 E Ste 261, Bountiful, UT 84010

Phone Number

(435) 363-9445

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

171

AUM (Assets Under Management)

$12,486,401

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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.

Justin Chidester may occasionally provide consulting services in varying capacities. On occasion, he performs work as an independent contractor to other advisors for practice management training for their businesses, or paraplanning and specialized planning for their clients. In these roles he is typically unknown to the clients or consumers for whom work is performed, and the service relationship is primarily between him and the company requesting services. No financial relationship exists other than an hourly rate for services rendered. He also occasionally provides personal finance career coaching. In all of these capacities he operates outside of the advisory firm. These activities account for less than 1%, or 20 hours, of his time annually. In theory, these outside business activities present a conflict of interest as Justin Chidester will not be able to devote as much of his time to clients as a full-time investment adviser representative would. For that reason, Wealth Mode has other staff members to provide full client services for this reason. Other than what is stated above, Justin Chidester is not actively engaged in any other business outside of his practice as a registered investment advisor and financial planner.

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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.
IAR
California
(11/5/2025)
IAR
Louisiana
(4/11/2022)
IAR
Texas
(4/28/2022)
IAR
Utah
(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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2016About the Series 65 exam

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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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Justin Richard Chidester
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