Justin Lester
Allied Investments · Johnson City, Tennessee
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.
Request an introduction to Justin →
Specialties
Who they serve
- Retirees
- Founders
- Executives
- Pre-retirees
Facts
| Firm | Allied Investments |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.9M across 271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX, VA · CRD 5715545 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | allied-investments.com |
| Profile |
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 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.
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
- Allied Investments 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.