Justin Green
Assist FP · Marlborough, Massachusetts
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.
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Specialties
Who they serve
- Founders
- High earners
- Tech employees
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 |
| Assets under management | $780K across 21 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in MA, NC, TX · CRD 6834271 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | assistfp.com |
| Profile |
How Justin's firm compares
- A one-time plan starts at $2,500, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Assist FP's average account is about $37,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Justin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Assist FP 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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