Justin Vestman
Lake Avenue Financial · Bellevue, Washington
Justin Vestman is a fee-only financial advisor at Lake Avenue Financial in Bellevue, Washington. Lake Avenue Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lake Avenue Financial |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.7M across 731 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5309237 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | alexchalekian.com |
How Justin's firm compares
- Lake Avenue Financial's average account is about $212,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Justin
Is Justin Vestman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Lake Avenue 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's firm, Lake Avenue Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Vestman based?
Justin Vestman is based in Bellevue, Washington.
Is Justin Vestman registered with the SEC?
Yes. Justin Vestman is registered as an investment adviser representative in WA (CRD 5309237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lake Avenue Financial manage?
Lake Avenue Financial reports $154.7M across 731 accounts in assets under management.
How do I contact Justin Vestman?
Through Justin's website, alexchalekian.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.
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