John Alpers
John Alpers is a registered investment advisor at Cosner Financial Group, LLC, based in Broomfield, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 635 clients with $370M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Firm also offers FD&M Legacy Account and Gateway Financial Strategies (GFS) with different fee schedules.
Fee Estimator
Location
Broomfield, CO
Get directionsHistory
Regulatory History (1)
Criminal
October 2017Other Business Activities
John is an investment advisor representative for Cosner Financial Group, an independent RIA, since 2020. This involves management of the advisory business and takes about half of his time.
Employment History
Current Registrations
Cosner Financial Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Financial Design & Management, INC.
Geneos Wealth Management, INC.Broker
Gateway Financial Strategies LLC
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
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.