Justin Yager
Brightpath Wealth Advisors · Raleigh, North Carolina
Justin Yager is a fee-only financial advisor at Brightpath Wealth Advisors in Raleigh, North Carolina. Brightpath Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brightpath Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $69.6M across 302 accounts |
| SEC registration | Investment adviser representative in MD, NC · CRD 8036401 |
| Exams passed | Series 63 (2023) · Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brightpathgroup.com |
| Profile |
How Justin's firm compares
- Brightpath Wealth Advisors's average account is about $231,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Justin
Is Justin Yager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Brightpath Wealth Advisors 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, Brightpath Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Yager based?
Justin Yager is based in Raleigh, North Carolina.
Is Justin Yager registered with the SEC?
Yes. Justin Yager is registered as an investment adviser representative in MD and NC (CRD 8036401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightpath Wealth Advisors manage?
Brightpath Wealth Advisors reports $69.6M across 302 accounts in assets under management.
How do I contact Justin Yager?
Through Justin's website, www.brightpathgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Raleigh
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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