John Hasslacher is a registered investment advisor at J. W. Cole Advisors, INC., based in Anthem, AZ, with 38 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
42104 N. Venture Drive, Ste B130, Anthem, AZ, 85086
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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.
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John is a manager at Hasslacher Tax & Financial LLC, providing income tax services, estate planning, and accounting, taking about half of his time. He also serves as a notary public, president of an office condo, and family trustee, dedicating minimal time to each of these roles.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Walnut Street Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
Linsco Financial Group, INC.Broker
Financial Network Investment CorporationBroker
State Registrations19 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.