Justin Taylor
Charter Wealth Management · Daphne, Alabama
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.
Request an introduction to Justin →
Facts
| Firm | Charter Wealth Management |
|---|---|
| Based in | Daphne, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $195.6M across 232 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, IL, MS, NC, TN, TX · CRD 4469795 |
| Exams passed | Series 63 (2002) · Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.charterwm.com |
How Justin's firm compares
- Charter Wealth Management's average account is about $843,000, from its Form ADV (assets managed divided by 232 accounts).
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.