Justin Moyer
KWM Financial · Porstmouth, New Hampshire
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.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | KWM Financial |
|---|---|
| Based in | Porstmouth, New Hampshire |
| Fee model | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $2.3M across 7 accounts |
| SEC registration | Investment adviser representative in NH, PA · CRD 6799201 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gotokwm.com |
| Profile |
How Justin's firm compares
- KWM Financial's average account is about $323,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Justin
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.
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
- KWM Financial 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.
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