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Justin Burt

Advisor at Relevant Wealth Advisors, LLC

Updated today
Relevant Wealth Advisors, LLC logo

Firm

Relevant Wealth Advisors, LLC

Location

Mill Valley, CA 94941

Credentials

CFA®, Series 63, Series 65

Industry experience

27 years

About

Justin Burt is a CFA® charterholder with 27 years of industry experience. He is affiliated with Relevant Wealth Advisors, LLC in Mill Valley, CA, and has been with Collins & Co. since 1999. Relevant Wealth Advisors provides portfolio and wealth management services primarily to high net worth individuals, businesses, pension plans, and charitable institutions, typically requiring a minimum of $10 million in assets. The firm emphasizes long-term investment strategies based on modern portfolio theory and market efficiency, employing asset allocation, option contracts, short-term trading, and private fund-of-funds management where appropriate.

Client services

Based on Relevant Wealth Advisors, LLC

Portfolio management Selection of other advisers

Expertise

Based on Relevant Wealth Advisors, LLC

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Relevant Wealth Advisors, LLC

Founder/Business Owner Executive

Fee options

Fixed

Flat quarterly fees may be negotiated in some cases.

Percentage

0.5% to 1.5% annually

Other

Account minimum: $15,000,000

Location

2 Belvedere Place, Ste 200

Mill Valley, CA 94941

Most active in

California

Work history

Collins & Co.

1999 - Present (27 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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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)

Carmetta J

CFP®

San Francisco, CA

Joyner Financial Planning LLC

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies African Americans/Black Young Professionals Sandwich Generation Gen Y/Millennials (Born 1980-1995)
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Michael P

CFP®, Series 65

San Francisco, CA

Agile Financial Planning, LLC

College savings (529s, UTMA, etc.) General retirement planning General tax planning Wealth management Real estate investing Founder/Business Owner
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