# Justin Hart

> Justin Hart is a fee-only financial advisor at TAO Private Wealth in Tulsa, Oklahoma. TAO Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-hart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** TAO Private Wealth
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $104.2M across 324 accounts
- **CRD:** 5411924 (https://adviserinfo.sec.gov/individual/summary/5411924)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 63 (2007), Series 65 (2017), Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.taoprivatewealth.com

## Frequently asked questions

### Is Justin Hart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and TAO 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, TAO Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Justin Hart based?

Justin Hart is based in Tulsa, Oklahoma.

### Is Justin Hart registered with the SEC?

Yes. Justin Hart is registered as an investment adviser representative in OK (CRD 5411924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TAO Private Wealth manage?

TAO Private Wealth reports $104.2M across 324 accounts in assets under management.

### How do I contact Justin Hart?

Through Justin's website, www.taoprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5411924): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.