Justin Belkin
Financial Boss · Plainview, New York
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.
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Specialties
Who they serve
- High earners
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4915066 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialboss.com |
| Profile |
How Justin's firm compares
- Ongoing planning starts at $1,250 a year, below the New York median of $3,600 for fee-only firms that publish prices.
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Questions about Justin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Financial Boss website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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