Justin Padgett, CFP®, Paladin 5 Star Advisor, NAPFA-RA
Naples, Florida, 34104
Member Since 2009
I help individuals make informed financial decisions. This includes objective guidance within their cash flow, tax, investments, risk management, and estate planning. In aligning the client\'s interests with our comprehensive and fee-only approach, clients come away satisfied that they make the best decisions when evaluating all possible alternatives. With the firm\'s mandate on a limited number of clients, I feel confident that I can always proactively stay ahead of the pitfalls that can beset a client who is working with an advisor who is overextended or unreachable. To that, my professional goals center around being truly immersed in a client\'s situation to always help and assist as life dictates they make complicated decisions.
My Location
Background Information
Years of Financial Experience
- 10
Education
- Indiana University- Bloomington (BS- Business (Finance, Intl. Business, Legal Studies))
Certifications and Designations
- CFP®
- Paladin 5 Star Advisor
- NAPFA-RA
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
- Schwab Institutional
- UBS Financial Services
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Annually)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and semi-annually
- I review my clients' investment portfolios with them monthly and quarterly
Registration & Licensing
- CRD/IARD Number: 127132
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Valeo Financial Advisors, LLC.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.valeofinancial.com
Justin Padgett
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Justin Padgett
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