John Christianson
John Christianson is a CFP-designated registered investment advisor at Clearstream Planning, LLC, based in Allentown, PA, with 4 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clearstream Planning offers ongoing financial planning for a recurring monthly fee ranging from $500 to $1,500, depending on the client's needs and the complexity of their situation. An initial fee up to $15,000 may be charged for the initial construction of the financial plan.
Clearstream Planning offers project-based financial planning for a fixed fee between $300 and $20,000, or an hourly rate of $300. The fee depends on the client's specific needs and the complexity of the project.
Location
Allentown, PA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John offers SAT tutoring services through Christianson Tutorials, LLC, and sells Medicare health insurance plans through Prosperity Planning, LLC. These activities account for about a quarter of his time during securities trading hours.
Employment History
Current Registrations
Clearstream Planning, LLC
Previous Registrations
Prosperity Planning, LLC
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.