Justin Neuwirt
Neu Wealth Group · New Albany, Ohio
Justin Neuwirt is a fee-only financial advisor at Neu Wealth Group in New Albany, Ohio, who holds the CFP credential. Justin focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Neu Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Neu Wealth Group |
|---|---|
| Based in | New Albany, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $291.8M across 399 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NJ, NY, OH, TX · CRD 6218477 |
| Exams passed | Series 63 (2016) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | neuwealthgroup.com |
| Profile |
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Questions about Justin
Is Justin Neuwirt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Neu Wealth Group 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, Neu Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Neuwirt based?
Justin Neuwirt is based in New Albany, Ohio.
What does Justin specialize in?
Justin's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Justin works with founders, executives, high earners and multi-generational families.
What credentials does Justin Neuwirt hold?
Justin Neuwirt holds the CFP credential.
Is Justin Neuwirt registered with the SEC?
Yes. Justin Neuwirt is registered as an investment adviser representative in CA, FL, NJ, NY, OH and TX (CRD 6218477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neu Wealth Group manage?
Neu Wealth Group reports $291.8M across 399 accounts in assets under management.
How do I contact Justin Neuwirt?
Through Justin's website, neuwealthgroup.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
- Neu Wealth Group 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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