JM
CFP
JM
CFP

John Mcgonagle

15 Years of Experience
Northville, MI
1 DisclosureSells Insurance

John Mcgonagle is a CFP-designated registered investment advisor at Asset Architects, LLC, based in Northville, MI, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Asset Architects does not directly manage your investments. Instead, they recommend third-party money managers. The fees for these managers range from 0.6% to 2.6% annually, and Asset Architects receives 50-65% of that fee as a referral. The specific fee depends on the money manager chosen and the amount of your assets.

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Location

Northville, MI

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2008
Other Business ActivitiesSells Insurance

John is an insurance agent in Northville, MI. He spends about a quarter of his time on this business.

Employment History
Current Registrations
Asset Architects, LLC
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Epi Advisors LLC
April 2011 - January 2015 · 3 yrs 9 mos
Investment Research CORP
August 2010 - April 2011 · 8 mos
State Registrations1 state
MI
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.