# Justin Taylor

> Justin Taylor is a fee-only financial advisor at Charter Wealth Management in Daphne, Alabama, who holds the CFP credential. Charter Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-taylor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Charter Wealth Management
- **Based in:** Daphne, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $195.6M across 232 accounts
- **Credentials:** CFP
- **CRD:** 4469795 (https://adviserinfo.sec.gov/individual/summary/4469795)
- **SEC registration:** Investment adviser representative in AL, IL, MS, NC, TN, TX
- **Exams passed:** Series 63 (2002), Series 66 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.charterwm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Charter Wealth Management 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, Charter Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Justin Taylor based?

Justin Taylor is based in Daphne, Alabama.

### What credentials does Justin Taylor hold?

Justin Taylor holds the CFP credential.

### Is Justin Taylor registered with the SEC?

Yes. Justin Taylor is registered as an investment adviser representative in AL, IL, MS, NC, TN and TX (CRD 4469795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Charter Wealth Management manage?

Charter Wealth Management reports $195.6M across 232 accounts in assets under management.

### How do I contact Justin Taylor?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4469795): 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

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