John Poole
John Poole is a registered investment advisor at John A. Poole-Financial Advisor, based in Hermitage, TN, with 37 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, Insurance Planning, and 3 more. Their firm serves 55 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $250. Current client relationships may have higher or lower fees.
Fee Estimator
Location
401 Bonnaspring Drive, Hermitage, TN, 37076-1147
Get directionsHistory
Regulatory History (1)
Regulatory
June 2023Other Business Activities
John owns rental property in Hermitage, TN since 2005. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
John A. Poole-Financial Advisor
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Five Star Resources, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations1 state
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.