# Justin Green

> Justin Green is a fee-only financial advisor at Assist FP in Marlborough, Massachusetts, who holds the CFP and MSFP credentials. Justin charges a one-time planning fee (one-time plans from $2,500) and focuses on tax planning, estate & legacy planning and small business owners.

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

## Facts

- **Firm:** Assist FP
- **Based in:** Marlborough, Massachusetts
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $780K across 21 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Founders, High earners, Tech employees
- **CRD:** 6834271 (https://adviserinfo.sec.gov/individual/summary/6834271)
- **SEC registration:** Investment adviser representative in MA, NC, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://assistfp.com

## Frequently asked questions

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

Yes. Justin Green is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 one-time planning fee.

### How much does Justin charge?

According to Assist FP's website, checked October 28, 2026: one-time plans from $2,500.

### Where is Justin Green based?

Justin Green is based in Marlborough, Massachusetts.

### What does Justin specialize in?

Justin's specialties include tax planning, estate & legacy planning and small business owners. Justin works with founders, high earners and tech employees.

### What credentials does Justin Green hold?

Justin Green holds the CFP and MSFP credentials.

### Is Justin Green registered with the SEC?

Yes. Justin Green is registered as an investment adviser representative in MA, NC and TX (CRD 6834271), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Assist FP manage?

Assist FP reports $780K across 21 accounts in assets under management.

### How do I contact Justin Green?

Through Justin's website, assistfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46657): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://assistfp.com/): specialties, clients served, and fees, checked October 28, 2026

---

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