Financial Justus
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$169,301,719
Clients
70
87% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$2,418,596
About
Financial Justus provides wealth management to individuals and couples through comprehensive financial planning, discretionary portfolio management, and optional tax preparation services. Clients begin with financial planning and receive ongoing meetings and consultations tailored to goals such as retirement, estate, cash‑flow, and college planning.
The firm’s investment approach emphasizes fundamental analysis and a primarily long‑term, portfolio‑based strategy that leans on low‑cost, diversified mutual funds and ETFs, with selective use of individual bonds or CDs when appropriate. Financial Justus exercises discretionary authority to implement and adjust portfolios as client circumstances or market conditions change and relies on third‑party research and vendor tools to support its work.
Noteworthy aspects include approximately $169 million in assets under management across roughly 70 clients, indicating higher than typical assets per client for an independent adviser. The firm integrates tax preparation into its wealth management engagements, uses standing letters of authorization and constructive‑custody arrangements, and outsources back‑office, reporting and due‑diligence functions to an unaffiliated third‑party provider (FocusPoint Solutions), operating on a fee‑only basis without receiving commissions or performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed annual fee of $5,000 for financial planning and tax preparation services.
$0 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: Fee capped at $30,000 annually $10,000,000+: Negotiable
Fee-only: Fixed annual fee of $5,000 for financial planning and tax preparation services plus asset-based fees as described in fee_tiers.
Main office location
Financial Justus
Racine WI, United States
Number of offices
2
Most active in
Financial Justus has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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