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Justin Finn

Secure Planning
23 Years of Experience
Portsmouth, NH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Justin Finn is a registered investment advisor at Secure Planning, based in Portsmouth, NH, with 23 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Athletes & Entertainers, Business Owners, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 529 clients with $190M in assets under management.

Secure Planning
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
529 clients
Average Client Portfolio
$354K average
Assets Under Management
$187.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $7.0M0.65%
$7M+0.55%

Fees may be negotiated at Secure Planning's discretion based on asset amount, complexity, family account aggregation, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

42 Middle Street, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin is an insurance agent with Secure Planning, LLC since 2012, dedicating minimal time to insurance planning for clients. He also dedicates full-time hours to Finn Wealth Advisors, a DBA for his investment advisory business established in 2019.

Employment History
Current Registrations
Secure Planning
July 2012 - Present · 14 yrs 3 mos
Secure Planning, LLCBroker
January 2003 - Present · 23 yrs 9 mos
State Registrations11 states
AZCACOFLMAMEMSNHNYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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