# Justin Belkin

> Justin Belkin is a fee-only financial advisor at Financial Boss in Plainview, New York, who holds the CFP, EA and MBA credentials. Justin charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (ongoing planning from $1,250 a year) and focuses on sustainable & impact investing, tax planning and student loans.

Page: https://find.wellspent.co/advisors/justin-belkin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Boss
- **Based in:** Plainview, New York
- **Fee model:** Flat fee or retainer; Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,250 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, EA, MBA
- **Specialties:** Sustainable & impact investing, Tax planning, Student loans
- **Works with:** High earners, Mid-life transitions
- **CRD:** 4915066 (https://adviserinfo.sec.gov/individual/summary/4915066)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://financialboss.com

## Frequently asked questions

### Is Justin Belkin a fee-only financial advisor?

Yes. Justin Belkin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Justin's firm.

### How does Justin charge for financial advice?

Justin charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.

### How much does Justin charge?

According to Financial Boss's website, checked October 28, 2026: ongoing planning from $1,250 a year.

### Does Justin work with clients virtually?

Yes. Financial Boss says on its website that it works with clients remotely.

### Where is Justin Belkin based?

Justin Belkin is based in Plainview, New York.

### What does Justin specialize in?

Justin's specialties include sustainable & impact investing, tax planning and student loans. Justin works with high earners and mid-life transitions.

### What credentials does Justin Belkin hold?

Justin Belkin holds the CFP, EA and MBA credentials.

### Is Justin Belkin registered with the SEC?

Yes. Justin Belkin is registered as an investment adviser representative in NY and TX (CRD 4915066), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Justin Belkin?

Through Justin's website, financialboss.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/justin-belkin-11476): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialboss.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.