John Moynihan is a CFP-designated registered investment advisor at Accretive Wealth Partners, LLC, based in Parsippany, NJ, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 204 clients with $500M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. AWP has a Client Alignment Programtm (CAP) that may voluntarily waive a portion of the investment advisory fee. AWP calculates its fee with respect to assets allocated to bond separate account managers in accordance with the following schedule: - On Assets up to $1,000,000: 0.40% - On Assets: $1,000,001+: 0.30% To the extent a portion of a Client’s assets is allocated to individual bond managers, those assets are not aggregated with the portion of the Client’s assets that are managed directly by AWP for purposes of calculating investment advisory fees.
Fee Estimator
Contact
John Moynihan
Location
1 Gatehall Drive, Suite 207, Parsippany, NJ, 07054
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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 →Employment History
Current Registrations
Accretive Wealth Partners, LLC
Previous Registrations
Waterstone Wealth Advisors, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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
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