John Donovan is a CFP-designated registered investment advisor at Advisorplanner, LLC, based in St. Petersburg, FL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 11 clients with $4.1M 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 | 1.85% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
St. Petersburg, FL
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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 Activities
Since April 2021, John offers automobile rental services from his home office using an organized platform. He spends minimal time on this non-investment related activity, handling it outside of market trading hours.
Employment History
Current Registrations
Advisorplanner, LLC
Previous Registrations
Jeffrey Matthews Advisory Group LLC
Charles Schwab & CO., INC.
Southtrust Securities, INC.
Donovan, John Patrick
State Registrations1 state
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