Justin Long is a CFP-designated registered investment advisor at Diazo, LLC, based in Henderson, NV, with 17 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, High Net Worth, and 4 more. Their firm serves 290 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
290 clients
Average Client Portfolio
$613K average
Assets Under Management
$177.9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.40% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
2534 Anthem Village Dr, Suite 100, Henderson, NV, 89052
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2019Customer Dispute
November 2016Settled
Employment History
Current Registrations
Diazo, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Innovative Adviser Solutions, LLC
October 2020 - March 2023 · 2 yrs 5 mos
Ek Riley Investments, LLC
September 2019 - November 2020 · 1 yr 2 mos
Ek Riley Investments, LLCBroker
July 2019 - November 2020 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - May 2019 · 10 mos
Strategic Advisers LLC
July 2011 - July 2018 · 7 yrs
Fidelity Brokerage Services LLCBroker
June 2011 - May 2019 · 7 yrs 11 mos
New England Securities Corporation
May 2011 - June 2011 · 1 mo
New England SecuritiesBroker
May 2008 - June 2011 · 3 yrs 1 mo
State Registrations1 state
NV
Advisor
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.