# Justin Moyer

> Justin Moyer is a fee-only financial advisor at KWM Financial in Porstmouth, New Hampshire. Justin charges a percentage of assets and hourly fees and focuses on small business owners.

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

## Facts

- **Firm:** KWM Financial
- **Based in:** Porstmouth, New Hampshire
- **Fee model:** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.3M across 7 accounts
- **Specialties:** Small business owners
- **Works with:** Founders, High earners
- **CRD:** 6799201 (https://adviserinfo.sec.gov/individual/summary/6799201)
- **SEC registration:** Investment adviser representative in NH, PA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.gotokwm.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and KWM Financial 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 charges a percentage of assets and hourly fees.

### Where is Justin Moyer based?

Justin Moyer is based in Porstmouth, New Hampshire.

### What does Justin specialize in?

Justin's specialties include small business owners. Justin works with founders and high earners.

### Is Justin Moyer registered with the SEC?

Yes. Justin Moyer is registered as an investment adviser representative in NH and PA (CRD 6799201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KWM Financial manage?

KWM Financial reports $2.3M across 7 accounts in assets under management.

### How do I contact Justin Moyer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6799201): 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://gotokwm.com/): specialties, clients served, and fees, checked October 30, 2026

---

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