John Hauserman
John Hauserman is a CFP-designated registered investment advisor at Financial Council, LLC, based in Towson, MD, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 640 clients with $1.1B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Fees negotiable for amounts over $50,000,000.
Fee Estimator
Location
100 West Road, Suite 500, Towson, MD, 21204
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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 sells fixed insurance, is President and CEO of Retirement Journey, Inc. for securities, advisory and insurance business, and is an IAR of RIA Financial Council Asst Management. He also authored a book concerning financial planning and spends about 10-20% of his time providing asset management services.
Employment History
Current Registrations
Financial Council, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Financial Council Asset Management INC
Advantage Capital Corporation
Advantage Capital CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations14 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.