JM
CFP
JM
CFP
John Macdonald
15 Years of Experience
Houston, TX
2 DisclosuresSells Insurance
John Macdonald is a CFP-designated registered investment advisor at Jmac Financial Planning & Investment Services PLLC, based in Houston, TX, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Houston, TX
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2003Settled
Investigation
February 2000Other Business ActivitiesSells Insurance
John is the principal of John MacDonald CPA PLLC (a CPA firm) and JMac Insurance Services PLLC (an insurance agency) since 2012. This takes nearly full-time.
Employment History
Current Registrations
Jmac Financial Planning & Investment Services PLLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Jmac Financial Planning & Investment Services PLLC
March 2014 - December 2019 · 5 yrs 9 mos
John B. Macdonald, INC.
September 2004 - December 2007 · 3 yrs 3 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.