Justin Clark
Tiller Private Wealth · Bethlehem, Pennsylvania
Justin Clark is a fee-only financial advisor at Tiller Private Wealth in Bethlehem, Pennsylvania, who holds the CFP credential. Justin focuses on founders (pre-exit), small business owners and physicians & residents. Tiller Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Justin →
Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- High earners
Facts
| Firm | Tiller Private Wealth |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $730.3M across 1,409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5275341 |
| Exams passed | Series 63 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.tillerpw.com |
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
Is Justin Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Tiller Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Tiller Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Clark based?
Justin Clark is based in Bethlehem, Pennsylvania.
What does Justin specialize in?
Justin's specialties include founders (pre-exit), small business owners, physicians & residents and family wealth transfer. Justin works with executives, founders, physicians, retirees and high earners.
What credentials does Justin Clark hold?
Justin Clark holds the CFP credential.
Is Justin Clark registered with the SEC?
Yes. Justin Clark is registered as an investment adviser representative in PA and TX (CRD 5275341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tiller Private Wealth manage?
Tiller Private Wealth reports $730.3M across 1,409 accounts in assets under management.
How do I contact Justin Clark?
Through Justin's website, www.tillerpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tiller Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.