Justin Happ
Nvest Financial · Portsmouth, New Hampshire
Justin Happ is a fee-only financial advisor at Nvest Financial in Portsmouth, New Hampshire. Nvest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nvest Financial |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $688.3M across 2,066 accounts |
| SEC registration | Investment adviser representative in NH · CRD 3127288 |
| Exams passed | Series 63 (1998) · Series 65 (2022) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.nvestfinancial.com |
How Justin's firm compares
- Nvest Financial's average account is about $333,000, from its Form ADV (assets managed divided by 2,066 accounts).
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Questions about Justin
Is Justin Happ a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Nvest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Nvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Happ based?
Justin Happ is based in Portsmouth, New Hampshire.
Is Justin Happ registered with the SEC?
Yes. Justin Happ is registered as an investment adviser representative in NH (CRD 3127288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nvest Financial manage?
Nvest Financial reports $688.3M across 2,066 accounts in assets under management.
How do I contact Justin Happ?
Through Justin's website, www.nvestfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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