Advisor at Blue Barn Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Barn Wealth
Location
Orem, UT 84057
Credentials
CFP®, Series 65
Industry experience
3 years
Justin Ericksen is a CFP® with three years of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior roles include work with Missionary Mall, Utah Valley University’s GEAR UP program, and the North Sanpete School District. Blue Barn Wealth provides comprehensive wealth management to individual and high-net-worth households, offering tiered service levels that integrate financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broad diversification, tax efficiency, and periodic rebalancing.
Based on Blue Barn Wealth
Based on Blue Barn Wealth
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagement initial fee $100-$2,000 plus annual fee $1,800-$24,000 billed monthly
Account minimum: $5,000 Minimum fee: Minimum fee may apply and be paid monthly instead of quarterly; specific amounts depend on client engagement agreement
370 West Center Street
Orem, UT 84057
Utah
Savvy
2026 - Present (1 year)
Blue Barn Wealth, LLC
2023 - Present (3 years)
Blue Barn Wealth, LLC
2022 - 2022 (1 year)
Blue Barn Wealth, LLC
2021 - 2022 (1 year)
Missionary Mall
2020 - 2021 (1 year)
GEAR UP, Utah Valley University
2020 - 2020 (1 year)
Centracom Interactive
2018 - 2018 (1 year)
North Sanpete School District
2018 - 2019 (1 year)
Full Time Student
2017 - 2018 (1 year)
The Church of Jesus Christ of Latter-Day Saints
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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