# Justin Harvey

> Justin Harvey is a fee-only financial advisor at APM Wealth, LLC in Portland, Oregon, who holds the CFP, ChFC and RICP credentials. Justin charges an ongoing planning fee (ongoing planning from $5,988 a year) and focuses on physicians & residents and small business owners.

Page: https://find.wellspent.co/advisors/justin-harvey/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** APM Wealth, LLC
- **Based in:** Portland, Oregon
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,988 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $47.4M across 426 accounts
- **Credentials:** CFP, ChFC, RICP
- **Specialties:** Physicians & residents, Small business owners
- **Works with:** Physicians, High earners
- **CRD:** 5809051 (https://adviserinfo.sec.gov/individual/summary/5809051)
- **SEC registration:** Investment adviser representative in CA, CT, FL, LA, MD, NC, NJ, OR, PA, TX
- **Exams passed:** Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://apm-wealth.com

## Frequently asked questions

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

Yes. Justin Harvey is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 an ongoing planning fee.

### How much does Justin charge?

According to APM Wealth, LLC's website, checked October 28, 2026: ongoing planning from $5,988 a year.

### Where is Justin Harvey based?

Justin Harvey is based in Portland, Oregon.

### What does Justin specialize in?

Justin's specialties include physicians & residents and small business owners. Justin works with physicians and high earners.

### What credentials does Justin Harvey hold?

Justin Harvey holds the CFP, ChFC and RICP credentials.

### Is Justin Harvey registered with the SEC?

Yes. Justin Harvey is registered as an investment adviser representative in CA, CT, FL, LA, MD, NC, NJ, OR, PA and TX (CRD 5809051), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does APM Wealth, LLC manage?

APM Wealth, LLC reports $47.4M across 426 accounts in assets under management.

### How do I contact Justin Harvey?

Through Justin's website, apm-wealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39665): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://apm-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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