Robert Just
Main Street Wealth Management · Baldwinsville, New York
Robert Just is a fee-only financial advisor at Main Street Wealth Management in Baldwinsville, New York, who holds the CFP credential. Robert charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (1% a year on the first tier of assets managed and no asset minimum).
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Facts
| Firm | Main Street Wealth Management |
|---|---|
| Based in | Baldwinsville, New York |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $13.5M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1834237 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mainstwm.com |
| Profile |
How Robert's firm compares
- Main Street Wealth Management's average account is about $225,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Robert
Is Robert Just a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Main Street Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Robert charge?
According to Main Street Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Where is Robert Just based?
Robert Just is based in Baldwinsville, New York.
What credentials does Robert Just hold?
Robert Just holds the CFP credential.
Is Robert Just registered with the SEC?
Yes. Robert Just is registered as an investment adviser representative in NY (CRD 1834237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Wealth Management manage?
Main Street Wealth Management reports $13.5M across 60 accounts in assets under management.
How do I contact Robert Just?
Through Robert's website, www.mainstwm.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
- Main Street Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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