John Spencer is a registered investment advisor at Hackman Financial Group, based in Cincinnati, OH, with 30 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hackman Financial Group's investment advisory fee ranges from 0.30% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fee may be negotiable. If an independent manager is used, the total blended fee will not exceed 2.00% annually.
Location
7355 E. Kemper Road, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates his LPL business through Hackman Financial Group since 2015. He also dedicates nearly full-time hours to providing investment advisory services through HFG Advisors, Inc. and spends a few hours per week as a rugby referee.
Employment History
Current Registrations
Hackman Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Mcdonald Investments INC.Broker
A. G. Edwards & Sons, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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.