John Mears is a registered investment advisor at Mears Money Management, based in Valencia, CA, with 15 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. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mears Money Management uses third-party money managers. When using Matson Money, the annual fee is 0.99% of your portfolio. When using Evidence Based Advisors, Mears Money Management's fee is between 0.75% and 0.99% of your portfolio, and the third party's fee is 0.40%. These fees are negotiable.
Location
Valencia, CA
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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 the owner and sole proprietor of Mears & Associates, a tax preparation and accounting business, since 2003, dedicating full-time hours. He is also an independent licensed insurance agent.
Employment History
Current Registrations
Mears Money Management
Previous Registrations
Signature Investments, INC.
Sicor Securities INC
H.D. Vest Advisory Services, INC
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.