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Justin Struble

Advisor at BSG Advisers

Updated today

Location

Apex, NC 27502

Credentials

CFP®, Series 66

Industry experience

14 years

About

Justin Struble is a CFP® professional with 14 years of industry experience, currently serving at BSG Advisers. His prior roles include positions at AE Wealth Management and Global Financial Private Capital. Outside of advising, he is CEO of TNT Carpet Cleaning, LLC and is involved in managing vacation rentals through Ocean Treasures Topsail, LLC. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations using various analytical approaches and third-party money managers, and it offers a structured financial education program alongside business-owner specific planning.

Client services

Based on BSG Advisers

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on BSG Advisers

Business succession planning Key person insurance & risk mitigation Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on BSG Advisers

Founder/Business Owner Executive

Fee options

Fixed

Comprehensive personal financial planning fixed fees generally $2,500 to $5,000; pension consulting fixed fees $2,000 to $10,000; retirement plan services flat fees minimum $750 annually; educational seminars fixed fees $0 to $5,000 per session

Percentage

$0 - $1,000,000: 2.00% per annum $1,000,001+: 1.25% per annum

Commissions

Insurance planning commissions earned separately by licensed insurance agents affiliated with the firm

Project-based

Business-oriented financial planning and consulting services hourly rates range from $150 to $450 per hour with minimum fees ($750 minimum for business planning, 1 hour minimum for consulting)

Other

Account minimum: $10,000 Minimum fee: Minimum annual fee for portfolio management is 0.35% per annum or $50, whichever is greater Fee-only: Financial planning fixed fees between $1,500 minimum and generally $2,500 to $5,000; business planning hourly fees $150 to $450 per hour with $750 minimum; consulting hourly fees $150 to $450 per hour with 1 hour minimum; pension consulting hourly up to $450 or fixed $2,000 to $10,000; retirement plan asset-based fees up to 1.00% per annum or flat fees minimum $750 annually; educational seminars hourly/fixed fees $0 to $5,000 per session; Financial Wellness program starting at $50 per employee per year.

Location

56 Hunter Street, Suite 230

Apex, NC 27502

Most active in

Alabama · California · Florida · Maryland · Mississippi · New York · North Carolina · Texas · Virginia

Work history

Arrowhead Cleaning, LLC

2024 - 2024 (1 year)

TNT Carpet Cleaning, L.L.C.

2023 - Present (3 years)

Ocean Treasures Topsail, LLC

2021 - Present (5 years)

Jc Flp

2020 - Present (6 years)

Business Owner Strategies Group, Llc

2018 - Present (8 years)

AE Wealth Management

2016 - 2018 (2 years)

Global Financial Private Capital

2012 - 2016 (4 years)

Wealth Caps, Inc.

2012 - Present (14 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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Raymond E

Series 65

Cary, NC

Eustace Advisors

Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Michael M

Series 65

Holly Springs, NC

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Annuities
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Jean M

Series 63, Series 65

Chapel Hill, NC

J. Pierre Masse

Jean Masse is the sole advisor at J. Pierre Masse, an independent firm based in Venice, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2015, he has managed his own practice following prior registration with a broker-dealer. The firm serves individual clients, including some high-net-worth individuals, offering financial planning and discretionary portfolio management. Its investment approach combines fundamental business analysis with asset allocation, diversification, and risk management, emphasizing a conservative, low-turnover strategy.

General retirement planning General tax planning General estate planning guidance
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John Y

CFP®, Series 66

Chapel Hill, NC

Cardinal Wealth Partners, LLC

John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.

Wealth management Options & derivatives strategies Private / alternative investments
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