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VERIFIEDJustin Stanfill
Cerrito & Stanfill Wealth Management
130 E. Main St.
Suite 300
Canton, GA 30114
678-333-6571
Fiduciary Advisors. Trusted Guidance. Modern Approach.
About Cerrito & Stanfill Wealth Management
At Cerrito & Stanfill Wealth Management, we build portfolios with a Purpose In Mind. That Purpose is the one you outline to us in our planning process. Once we thoroughly understand what you are trying to achieve, our team of CFP's and CFA's work to build a written blueprint to follow. That blueprint clearly defines exactly what it is that we need our client's portfolio to achieve specifically for them. Through this thoughtful, bottom-up approach, we build a Purpose-Built Portfolio designed specifically to address these questions for YOU.
I can humbly say that I am confident you will find our firm to be refreshingly different. The majority of our clients come from other firms for this very reason! Our BOTIQUE size means we can be selective with the clients we choose to work with - allowing us to take the time your portfolio deserves and do things the right way. Our CORPORATE INDEPENDENCE means we are not limited only to proprietary, in-house offerings. This allows us to align with multiple of the largest financial partners in the industry - bringing them together to benefit our clients in ways big-box firms simply can't. Our FIDUCIARY position keeps our clients' needs at the core of what we do - achieved by proper financial planning to guide Purpose-Built investment recommendations.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
5-9
CRD#
6781303
Firm CRD#
152665
Insurance License#
3147700
Name of Custodial Firm
Charles Schwab, Fidelity Investments
States Licensed in
GA, FL, AL, MS, SC, NC, TX, TN, OH, AZ, OH, MI, MO, SD
Years of Experience in Financial Services
10
Number of Years with Current Firm
5
Work with the following types of clients
Individual Investors, Pre-Retirees, Retirees
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting
Services
Investment Types
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Options & Futures, Bonds, Stocks
Can meet clients in the following ways
Our Office, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
Founding Partner
Securities Licenses
Series 65
Insurance and Annuity Licenses
Annuity, Long Term Care, Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Education
Bachelor of Business Administration -
Mississippi State University
08/01/2013 -05/01/2017
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893695/retirementplanning-Cerrito-&-Stanfill-Wealth-Management-detailed-disclosure.html
Disclaimer
Justin Stanfill offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Cerrito & Stanfill Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Justin Stanfill, independent agent.