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Justin Lero

Advisor at Black Knight Wealth Management, LLC

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Black Knight Wealth Management, LLC logo

Firm

Black Knight Wealth Management, LLC

Location

Excelsior Springs, MO

Credentials

Series 65

About

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Client services

Based on Black Knight Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Black Knight Wealth Management, LLC

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees up to $10,000, negotiable.

Percentage

$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Commissions

Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.

Project-based

Up to $350 per hour for financial planning services, negotiable.

Other

Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.

Location

Excelsior Springs, MO

Most active in

Missouri

Work history

Black Knight Wealth Management

2026 - Present (1 year)

Serco-Contract

2026 - Present (1 year)

Northrop Grumman-Contract

2022 - 2026 (4 years)

Kansas City Structural Steel

2018 - 2022 (4 years)

Mid America Roofing

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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