Justin
Mcmaster

Cedar Spring Advisors, LLC

CRD#5989291
Investment Advisor
in Lancaster, PA

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About this Advisor

Justin Mcmaster is a certified financial planner and chartered financial consultant operating out of Lancaster, Pennsylvania, with a total of 6 years of industry experience. Mcmaster works at Cedar Spring Advisors, LLC. Over the course of their career, they have held roles at Invest Financial Corp, Cedar Spring Advisors, LLC, Mcmaster Financial Services, LLC and Invest Financial Corporation. Mcmaster holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Cedar Spring Advisors, LLC is a registered investment firm operating in Lancaster, Pennsylvania. The firm has offices in two locations and just four financial advisors. It oversees $101 million in assets between its 601 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 601 customer accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Cedar Spring Advisors, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. However, fees charged by Cedar Spring Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lancaster, PA

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Cedar Spring Advisors, LLC Brokerage Details

Total Assets Under Management

$100,783,947

Total Number of Employees

4

Total Number of Accounts

601

Average Account Size

$167,694

Investment Advisory Services

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

Justin Mcmaster Work History

Justin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cedar Spring Advisors, LLC

2011 - Present (13 years)

Mcmaster Financial Services, LLC

2012 - 2017 (5 years)

Invest Financial Corporation

2011 - 2017 (6 years)

Invest Financial Corp

*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 Mcmaster 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 Cedar Spring Advisors, LLC

Justin Mcmaster
Lancaster, PA
Brendon Worst
Ellicott City, MD
Michelle Fletcher
Lancaster, PA
Robert Rago
Lancaster, PA

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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