# Justin Lester

> Justin Lester is a fee-only financial advisor at Allied Investments in Johnson City, Tennessee, who holds the CFP credential. Justin focuses on retirement planning, estate & legacy planning and tax planning. Allied Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-lester/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Allied Investments
- **Based in:** Johnson City, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $91.9M across 271 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Founders, Executives, Pre-retirees
- **CRD:** 5715545 (https://adviserinfo.sec.gov/individual/summary/5715545)
- **SEC registration:** Investment adviser representative in TN, TX, VA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://allied-investments.com/

## Frequently asked questions

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

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

### Where is Justin Lester based?

Justin Lester is based in Johnson City, Tennessee.

### What does Justin specialize in?

Justin's specialties include retirement planning, estate & legacy planning and tax planning. Justin works with retirees, founders, executives and pre-retirees.

### What credentials does Justin Lester hold?

Justin Lester holds the CFP credential.

### Is Justin Lester registered with the SEC?

Yes. Justin Lester is registered as an investment adviser representative in TN, TX and VA (CRD 5715545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Allied Investments manage?

Allied Investments reports $91.9M across 271 accounts in assets under management.

### How do I contact Justin Lester?

Through Justin's website, allied-investments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5715545): 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
- The firm's website (https://allied-investments.com/): specialties, clients served, and fees, checked October 30, 2026

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