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JG
CFP
JG
CFP

John Gardner

Blackhawk Wealth Advisors
36 Years of Experience
Danville, CA
5 Disclosures
View SEC Summary
View SEC Summary

John Gardner is a CFP-designated registered investment advisor at Blackhawk Wealth Advisors, based in Danville, CA, with 36 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 59 clients with $62M in assets under management.

Blackhawk Wealth Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
59 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$62.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3860 Blackhawk Rd, Ste. 160, Danville, CA, 94506

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2025
Final
Employment Separation After Allegations
July 2001
Customer Dispute
July 2001
Settled
Customer Dispute
August 1995
Award / Judgment
Criminal
October 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Blackhawk Wealth Advisors
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Equity Research & Portfolio Evaluation, INC.
January 2010 - December 2010 · 11 mos
Valentine Capital Asset Management, INC.
August 2007 - June 2014 · 6 yrs 10 mos
Equity Research & Portfolio Evaluation, INC.
January 2005 - December 2005 · 11 mos
Salomon Smith Barney INC.Broker
September 1993 - July 2001 · 7 yrs 10 mos
Dean Witter Reynolds INC.Broker
November 1984 - October 1993 · 8 yrs 11 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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