Justin Finn is a registered investment advisor at Secure Planning, based in Portsmouth, NH, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 515 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fees may be negotiable based on amount of assets under management, range of investments, complexity of client's financial circumstances, family accounts, and large person accounts.
Fee Estimator
Location
42 Middle Street, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent with Secure Planning, LLC since 2012, dedicating minimal time to insurance planning for clients. He also dedicates full-time hours to Finn Wealth Advisors, a DBA for his investment advisory business established in 2019.
Employment History
Current Registrations
Secure Planning
Secure Planning, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.