Justin Harvey
APM Wealth, LLC · Portland, Oregon
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.
Request an introduction to Justin →
Specialties
Who they serve
- Physicians
- High earners
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 |
| Assets under management | $47.4M across 426 accounts |
| Credentials | CFP · ChFC · RICP |
| SEC registration | Investment adviser representative in CA, CT, FL, LA, MD, NC, NJ, OR, PA, TX · CRD 5809051 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | apm-wealth.com |
| Profile |
How Justin's firm compares
- Ongoing planning starts at $5,988 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- APM Wealth, LLC's average account is about $111,000, from its Form ADV (assets managed divided by 426 accounts).
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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- APM Wealth, 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.
See something wrong? Request a correction. Read our methodology.