Justin Belkin is a CFP-designated registered investment advisor at Financial Boss, based in Plainview, NY, with 5 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.88% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $3.5M | 0.40% |
| $3.5M - $5.0M | 0.30% |
| $5M+ | 0.25% |
The annual fees are negotiable. For clients with $500,000 or less in assets under management, investment management and financial planning services will be provided at a fixed monthly fee ranging from $1 to $1,000 per month depending on the service tier selected. At our discretion, Financial Boss will combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Contact
Justin Belkin
Location
100 Terminal Drive, Plainview, NY, 11803
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Justin works at H&R Block since January 2025, dedicating about 10-20% of his time. He also works with the Town of Babylon Industrial Development Agency since January 2018, spending minimal time on this activity.
Employment History
Current Registrations
Financial Boss
Previous Registrations
Banc of America Investment Services, INC.
Morgan Stanley
State Registrations2 states
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