Justin Waller
Waller Financial Coaching · Folsom, California
Justin Waller is a fee-only financial advisor at Waller Financial Coaching in Folsom, California, who holds the CEPA and CFP credentials. Justin charges a flat fee or retainer and focuses on retirement planning and flat-fee planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Waller Financial Coaching |
|---|---|
| Based in | Folsom, California |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $90.9M across 461 accounts |
| Credentials | CEPA · CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 3098675 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wallerfc.com |
| Profile |
How Justin's firm compares
- Waller Financial Coaching's average account is about $197,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Justin
Is Justin Waller a fee-only financial advisor?
Yes. Justin Waller 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 charges a flat fee or retainer.
Where is Justin Waller based?
Justin Waller is based in Folsom, California.
What does Justin specialize in?
Justin's specialties include retirement planning and flat-fee planning. Justin works with pre-retirees.
What credentials does Justin Waller hold?
Justin Waller holds the CEPA and CFP credentials.
Is Justin Waller registered with the SEC?
Yes. Justin Waller is registered as an investment adviser representative in CA and TX (CRD 3098675), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Waller Financial Coaching manage?
Waller Financial Coaching reports $90.9M across 461 accounts in assets under management.
How do I contact Justin Waller?
Through Justin's website, wallerfc.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
- Waller Financial Coaching 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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