Justin Green is a CFP-designated registered investment advisor at Assist Fp, based in Berlin, MA, with 8 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5 clients with $460K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee is negotiable.
Fee Estimator
Contact
Justin Green
Location
Berlin, MA
Get directionsHistory
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 owns Be a Wealthy Coach LLC, which provides CFO/business advisory services, business coaching, tax preparation, and tax planning for solopreneurs and small businesses. He devotes about 10-20% of his time to this activity.
Employment History
Current Registrations
Assist Fp
Previous Registrations
Four Ponds Financial Planning
State Registrations3 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
Additional Information
The real me..