Justin Chidester
Wealth Mode Financial Planning, LLC · Bountiful, Utah
Justin Chidester is a fee-only financial advisor at Wealth Mode Financial Planning, LLC in Bountiful, Utah, who holds the CFP and AFC credentials. Justin charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $3,000 a year and one-time plans from $350) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Wealth Mode Financial Planning, LLC |
|---|---|
| Based in | Bountiful, Utah |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $350 · 0.25% a year on the first tier of assets managed |
| Assets under management | $12.5M across 171 accounts |
| Credentials | CFP · AFC |
| SEC registration | Investment adviser representative in CA, LA, TX, UT · CRD 6658507 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wealth-mode.com |
How Justin's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $350, below the US median of $2,000 for fee-only firms that publish prices.
- Wealth Mode Financial Planning, LLC's average account is about $73,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Justin
Is Justin Chidester a fee-only financial advisor?
Yes. Justin Chidester is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Justin's firm.
How does Justin charge for financial advice?
Justin charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Justin charge?
According to Wealth Mode Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $350; 0.25% a year on the first tier of assets managed.
Where is Justin Chidester based?
Justin Chidester is based in Bountiful, Utah.
What does Justin specialize in?
Justin's specialties include tax planning and estate & legacy planning. Justin works with high earners.
What credentials does Justin Chidester hold?
Justin Chidester holds the CFP and AFC credentials.
Is Justin Chidester registered with the SEC?
Yes. Justin Chidester is registered as an investment adviser representative in CA, LA, TX and UT (CRD 6658507), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth Mode Financial Planning, LLC manage?
Wealth Mode Financial Planning, LLC reports $12.5M across 171 accounts in assets under management.
How do I contact Justin Chidester?
Through Justin's website, wealth-mode.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wealth Mode Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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