Advisor at Waller Financial Coaching
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Firm
Waller Financial Coaching
Location
Chico, CA 95973
Credentials
CFP®, Series 66
Industry experience
25 years
Justin Waller is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He is the sole advisor at Waller Financial Coaching, an independent firm he has led since 2014. Waller serves on the board of the Marshall Family Foundation as a volunteer. Waller Financial Coaching is a California-registered independent advisory firm providing discretionary investment management, comprehensive financial planning, and ancillary services including tax preparation. The firm serves individuals, corporate entities, and pension/profit-sharing plans, managing approximately $73 million in discretionary assets through a combination of passive and active investment strategies.
Based on Waller Financial Coaching
Based on Waller Financial Coaching
Less than $1,000,000 - $1,000,000: 1.50% annually $1,000,000 - $3,000,000: 1.25% annually $3,000,000 - $5,000,000: 1.10% annually Greater than $5,000,000+: Negotiable
Minimum fee: $10,000 per year minimum fee Fee-only: Fixed fees ranging from $10,000 to $150,000 per year for financial planning services
55 Independence Circle, Suite 108
Chico, CA 95973
California · Texas
Waller Financial Coaching, Inc.
2014 - Present (12 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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