Justin Porter
Porter Wealth Management, LLC · Nashville, Tennessee
Justin Porter is a fee-only financial advisor at Porter Wealth Management, LLC in Nashville, Tennessee, who holds the CFP, CPA/PFS and JD credentials. Justin focuses on tax planning, estate & legacy planning and retirement planning. Porter Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Real estate investors
Facts
| Firm | Porter Wealth Management, LLC |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $12.0M across 91 accounts |
| Credentials | CFP · CPA/PFS · JD · CPA |
| SEC registration | Investment adviser representative in GA, OH, TN · CRD 6483014 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | porterwm.com |
| Profile |
How Justin's firm compares
- Porter Wealth Management, LLC's average account is about $132,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Justin
Is Justin Porter a fee-only financial advisor?
Yes. Justin Porter is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Justin's firm.
How does Justin charge for financial advice?
Justin's firm, Porter Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Porter based?
Justin Porter is based in Nashville, Tennessee.
What does Justin specialize in?
Justin's specialties include tax planning, estate & legacy planning, retirement planning and real estate investors. Justin works with retirees and real estate investors.
What credentials does Justin Porter hold?
Justin Porter holds the CFP, CPA/PFS, JD and CPA credentials.
Is Justin Porter registered with the SEC?
Yes. Justin Porter is registered as an investment adviser representative in GA, OH and TN (CRD 6483014), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Porter Wealth Management, LLC manage?
Porter Wealth Management, LLC reports $12.0M across 91 accounts in assets under management.
How do I contact Justin Porter?
Through Justin's website, porterwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Porter Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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