John Glasman is a CFA, CFP-designated registered investment advisor at Gilpin Wealth Management LLC, based in Golden, CO, with 23 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 191 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable and accounts from the same household may be aggregated.
Fee Estimator
Location
16398 West 51st Lane, Golden, CO, 80403
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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 Activities
John is a CPA with Gilpin Partners Inc., preparing tax returns for family and clients, taking minimal time. He also owns personal real estate investments through 1371 Hecla AB, LLC, which takes minimal time and is not investment related.
Employment History
Current Registrations
Gilpin Wealth Management LLC
Previous Registrations
Peak Asset Management, LLC
Wells Fargo Investments, LLC
State Registrations2 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.
Exams
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