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Justin Owen

Outlier Financial Partners
Justin Owen
Tel: 325-374-0962 Suite 207 133 West Concho Suite 207 San Angelo, TX 76903
Dynamic Financial Planning & Advanced Wealth Management for Outlier Results
About Justin Owen
Justin started his career in the financial services industry with one of Americas elite private financial firms here in Texas and was blessed to be trained by the best. They catered exclusively to high-net-worth clients, most of whom had highly complex financial situations. During this time, Justin realized he also wanted to help the traditionally underserved into an era where they, too, could receive the same level of financial service that is often unavailable to them. He is proud to offer a concierge level of service to clients who are looking to accelerate their financial future, both those looking for wealth and those who have already found it.

He is a San Angelo Native. In 2006, Justin married his wife Kristen, a local Nurse Practitioner. They have two wonderful children that keep them busy. He has a passion for serving others, a love for all things finance, and the desire to see you achieve everything important to you.

About Outlier Financial Partners
What makes Outlier Financial Partners different from other financial advisors? They care about YOU. Their services are fee-only, which means you know exactly where your money is. They do not build your financial plan to benefit them, rather, the choices made are in your best interest. Therefore, they are not successful unless you are. It is also important for them to choose stocks that are Christian-based or companies they feel are ethically sound. Let's visit and use shared decision-making to help you be the best financial version of yourself. Transforming the Way You Approach Wealth. Dynamic Financial Planning & Advanced Wealth Management for Outlier Results
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General Information
Firm Start Year:

2016

No. of Employees:

2-4 Employees

States Licensed in:

TX

Communities served:

We serve clients anywhere within the United States

Number of Years with Current Firm:

9

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Services
Investment Types:

Commodities, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

No minimum required

Compensation Methods:

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts:

.75%

Minimum Fee Charged for Hourly Planning Accounts:

$1,200

Preferred meeting methods
I provide a free initial consultation:

Yes

11 Years of Experience
News & Events
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Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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