John Harrison
John Harrison is a CFP-designated registered investment advisor at Aspire Financial Advisors, INC., based in Concord, MA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Financial Advisors charges an annual investment advisory fee ranging from 0.75% to 1.65% of the value of your account. The specific fee depends on the investment strategy and the size of your account. The fee is calculated based on the value of your account on the last day of the billing period.
Location
Concord, MA
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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 is a licensed insurance broker selling life, health, and fixed or indexed annuities. This activity is a minor part of his business, involving a few hours per week.
Employment History
Current Registrations
Aspire Financial Advisors, INC.
Previous Registrations
Global Investment Advisors, LLC
Investors Capital Advisory
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.