Justin
Sanderson

Sanderson Wealth Management, LLC

CRD#6386242
Investment Advisor
in Buffalo, NY

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About this Advisor

Justin Sanderson is a certified financial planner operating out of Buffalo, New York with 2 years of industry experience. Sanderson works at Sanderson Wealth Management, LLC. They have spent their entire career at Sanderson Wealth Management, Llc. Sanderson is approved to serve investors in New York and Texas. Sanderson Wealth Management, LLC is a financial advisory company headquartered in Buffalo, NY. It manages $899 million in assets between its 1,652 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,652 client accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fees charged by Sanderson Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

50 Fountain Plaza Suite 750
Buffalo, NY 14202

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Sanderson Wealth Management, LLC Brokerage Details

Total Assets Under Management

$898,736,639

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,652

NY Average: 3,892
Average Account Size

$544,029

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Justin Sanderson Work History

Justin has been registered as a financial advisor for 2 years.*

2001 - Present (23 years)

Sanderson Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Sanderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanderson Wealth Management, LLC

Phillip Frattali
Buffalo, NY
Timothy Domino
Buffalo, NY
Evan Kraft
Buffalo, NY
John Gullo
Buffalo, NY
Caleb Jennings
Buffalo, NY
John Sanderson
Buffalo, NY
Carl Bader
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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