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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee is negotiable.
Berlin, MA
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →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.
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