Justin Dale Hathaway
Advisor at EPI Financial Group — Troy, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Troy, MI 48098-2809
EPI Financial Group
Supported
Total advisors
4Clients per advisor
20 LowAvg AUM per client
$116,810 Very LowHNW client ratio
0% Very LowJustin Hathaway is a financial advisor with EPI Financial Group in Troy, MI, holding a Series 65 credential and five years of industry experience. Prior to joining EPI Financial Group, he worked at Bill Marsh and AT&T. Outside of his advisory role, he owns and operates Not Another TCG LLC, a business involved in buying and selling antiques and collectibles. EPI Financial Group provides investment advisory and financial planning services primarily to non-high-net-worth individual households, charitable organizations, and business entities. The firm employs a sub-adviser platform for discretionary portfolio management and offers financial planning without a separate planning fee.
Based on EPI Financial Group
Based on EPI Financial Group
Client Directed Accounts have a flat fee of $300
$0+: 1.00% $0+: 1.50% Up to $500,000 - $500,000: 1.50% Over $500,000+: 1.20% $0+: 1.65% $0+: 1.50% $0+: 1.00%
Insurance product sales commissions received by some Investment Advisor Representatives
Fee-only: Financial planning services are provided with no fee
Troy, MI
5700 Crooks Rd., Suite 340
Troy MI 48098-2809
Advisors at this office
4
Michigan · Texas
5 years of industry experience
Not Another TCG LLC
2025 - Present • 1 year
Manton, MI
EPI FINANCIAL GROUP LLC dba EPI FINANCIAL GROUP
2021 - Present • 5 years
Troy, MI
EPI Protection, LLC
2020 - Present • 6 years
Troy, MI
EPI Group, LLC
2020 - Present • 6 years
Troy, MI
Bill Marsh
2017 - 2020 • 3 years
Kalkaska, MI
At&t
2016 - 2017 • 1 year
Cadillac, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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