Justin Moyer
Advisor at KWM Financial LLC
Updated today
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
KWM Financial LLC
Location
Porstmouth, NH 03801
Credentials
Series 65
Industry experience
7 years
About
Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.
Client services
Based on KWM Financial LLC
Financial planning
Portfolio management
Pension consulting
Fee options
One-Time Financial Plan fees range from $2,000 to $6,000, negotiable based on complexity
1.00% annually
$180 per hour (negotiable) for general services; $250 per hour (non-negotiable) for additional financial planning hours
Account minimum: $50,000 (negotiable or waivable at the firm's discretion)
Location
1 New Hampshire Ave, Suite 125
Porstmouth, NH 03801
Most active in
Justin M has reported serving >5 clients in these states in the last 12 months.
New Hampshire · Pennsylvania
Work history
KWM Financial LLC (formerly Kearsarge Wealth Management, LLC)
2017 - Present (9 years)
Southwest Airlines
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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