John Graves
John Graves is a ChFC-designated registered investment advisor at The Renaissance Group, based in Southport, NC, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 184 clients.
Compensation
Firm Size
IM Fee
Fee Structure
The Renaissance Group offers financial planning services for an hourly fee of $250. Before starting, they'll estimate the hours needed. If they expect to exceed the estimate, they'll get your approval first. You'll pay a retainer in advance, and they'll bill against it as they work.
Location
Southport, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
October 1997Other Business ActivitiesSells Insurance
John is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also owns Safe Harbor Publishing and Safe Harbor International Productions as an author/educator/podcast/speaker, spending about 10-20% of his time on the latter. John is also the owner of The Renaissance Group, LLC, both as a DBA for securities practice and as an outside RIA, and an advisory representative of a RIA (CIRA), dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
The Renaissance Group
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
The Renaissance Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
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.