Jeanne Stjohn is a registered investment advisor at Creative Planning, based in Wahiawa, HI, with 31 years of industry experience. Jeanne 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. Their firm serves 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Wahiawa, HI
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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
Jeanne's husband owns rental properties in North Carolina and Hawaii. Jeanne spends minimal time annually for rental inspections.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Mosaic Pacific Investment Advisors
Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Tiaa-Cref Individual & Institutional Services, LLCBroker
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Nationsbanc Investments, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
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