Justus Morgan
Advisor at Financial Justus
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 clients.
Expertise
Based on Financial Justus
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.
Location
Racine, WI
Most active in
Justus M has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Financial Justus, LLC
2025 - Present (1 year)
Financial Service Group, Inc.
2003 - 2025 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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:
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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