John Monfreda
John Monfreda is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 35 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
2423 E. Lincoln Dr., Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Other Business Activities
John is the Vice President of Monfreda Realty Group, LLC, managing a rental portfolio of single-family residences since 2008. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Online Brokerage ServicesBroker
Edward JonesBroker
Fifth Third Securities, INC.Broker
Charles Schwab & CO., INC.Broker
First Investors CorporationBroker
State Registrations38 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.