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Justin Carter Woodbury

Senior TAX Advisory Group, Inc.

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About Justin Carter Woodbury

Justin Carter Woodbury is a Registered Investment Advisor (RIA) with Senior Tax Advisory Group, Inc., specializing in providing portfolio management for both individuals and businesses. Justin has been in the financial services industry since September 2010, and is registered in Colorado. Justin is also the principle and owner of FITFO Financial.

Firm Information

Justin Woodbury is currently registered with Senior TAX Advisory Group, Inc.. Senior TAX Advisory Group, Inc. is a Colorado Springs, CO-based registered investment advisor that provides portfolio management services for individuals. The firm has 2 licensed agents and manages $61,412,441 in assets for 967 clients. They also offer selection of other advisors services.
Senior TAX Advisory Group, Inc.

6775 RANGEWOOD DR.

COLORADO SPRINGS, CO 80918

$61.41M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Woodbury’s Registration & Firm History

WY

11/04/2024 - Present

Senior TAX Advisory Group, Inc. (CASPER WY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Carter Woodbury.
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