John Sellas
John Sellas is a PFS-designated registered investment advisor at National Retirement Plan Services, INC., based in Tampa, FL, with 17 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4532 W. Kennedy Blvd, Suite 281, Tampa, FL, 33609
Get directionsHistory
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 director at Florida Insurance Services Group, Inc. since 2016 and Retirement Wealth & Income Planning since 1996, dedicating a few hours per week to the latter. He also owns John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services, which takes nearly full-time.
Employment History
Current Registrations
National Retirement Plan Services, INC.
State Registrations1 state
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