Justus Morgan
Financial Justus LLC · Racine, Wisconsin
Justus Morgan is a fee-only financial advisor at Financial Justus LLC in Racine, Wisconsin, who holds the CFP, EA and RICP credentials. Financial Justus LLC reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Justus →
Facts
| Firm | Financial Justus LLC |
|---|---|
| Based in | Racine, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $169.3M across 300 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in WI · CRD 4697511 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Justus's firm compares
- Financial Justus LLC's average account is about $564,000, from its Form ADV (assets managed divided by 300 accounts).
Request an introduction to Justus
Tell Justus a little about what you're looking for. Justus isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justus
Is Justus Morgan a fee-only financial advisor?
Yes. Justus Morgan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Justus's firm.
How does Justus charge for financial advice?
Justus's firm, Financial Justus LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justus Morgan based?
Justus Morgan is based in Racine, Wisconsin.
What credentials does Justus Morgan hold?
Justus Morgan holds the CFP, EA and RICP credentials.
Is Justus Morgan registered with the SEC?
Yes. Justus Morgan is registered as an investment adviser representative in WI (CRD 4697511), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Justus LLC manage?
Financial Justus LLC reports $169.3M across 300 accounts in assets under management.
How do I contact Justus Morgan?
Contact details aren't on file yet. Search for Financial Justus LLC.
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
- 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.
See something wrong? Request a correction. Read our methodology.