Financial Justus LLC
Racine, Wisconsin
Fee-only
Financial Justus LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 70 individual clients, 61 of them high net worth.
- Its average account is about $564,000 (assets it manages divided by its 300 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Racine, Wisconsin |
|---|---|
| [email protected] | |
| Phone | (262) 240-4002 |
Questions about Financial Justus LLC
How is Financial Justus LLC paid?
Financial Justus LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Financial Justus LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Financial Justus LLC.
What is the average account at Financial Justus LLC?
Financial Justus LLC's average account is about $564,000. That's the assets on its Form ADV divided by its 300 accounts.
Financial Justus LLC fees
Financial Justus LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $169 million |
| Individual clients | 9 |
| High-net-worth clients | 61 |
| Accounts managed | 300 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-133749) |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 336690 |
Advisors at this firm (1)
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