John Witten is a registered investment advisor at Grow with Me, based in Sebastopol, CA, with 8 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 135 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
135 clients
Average Client Portfolio
$423K average
Assets Under Management
$57.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sebastopol, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2009Final
Other Business Activities
John is a member of TPIS, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Grow with Me
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
W10 Investment Advisers, LLC
June 2019 - May 2022 · 2 yrs 11 mos
Set Trading Partners, LLCBroker
February 2013 - September 2013 · 7 mos
Perpetual Wealth Capital Management, LLC
September 2011 - January 2013 · 1 yr 4 mos
State Registrations2 states
CANV
Advisor
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
No exam information available for this advisor.