Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $250/hr

Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 2005
Final Disposition
Criminal
November 2004
Final Disposition
Criminal
September 2003
Final Disposition
Criminal
February 2003
Final Disposition
Employment History
Current Registrations
Previous Registrations
Alterity Financial Group, LLC
November 2017 - March 2024 · 6 yrs 4 mos
Beacon Asset Management INC.
March 2014 - September 2017 · 3 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Justin Paul Elliott - Financial Advisor | AdvisorDiscover