JR
JR
Justin Roberto
3 Years of Experience
Williamsburg, VA
1 Disclosure
Justin Roberto is a registered investment advisor at Beacon Freedom Advisory, LLC, based in Williamsburg, VA, with 3 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$500
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.94% |
| $1.0M - $3.0M | 0.64% |
| $3M+ | 0.54% |
Fees are negotiable and paid quarterly in advance. Total fees combined with Matson Money will not exceed 3% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Williamsburg, VA
Get directionsHistory
Regulatory History (1)
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
October 2024Employment History
Current Registrations
Beacon Freedom Advisory, LLC
March 2026 - Present · 7 mos
Previous Registrations
Tesfaye O'neill Financial
November 2024 - March 2026 · 1 yr 4 mos
MML Investors Services, LLC
January 2024 - November 2024 · 10 mos
MML Investors Services, LLCBroker
January 2023 - November 2024 · 1 yr 10 mos
State Registrations3 states
AZCAVA
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.
More Advisors
- Bruce Lemley, CFPWaterloo Capital
- Shelly Braden, CFPApella Wealth
- Dennis Wilt, CFPMorgan Stanley
- Thomas Vitaletti, CFP
- David Mcknight, CFP
- Michael Sigmon, CFPCommonwealth Financial Network