John Balcerzak
John Balcerzak is a CFP-designated registered investment advisor at A4 Wealth Advisors LLC, based in Huntersville, NC, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $210M 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 $100K | 2.50% |
| $100K - $10.0M | 1.60% |
| $10M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
16140 Northcross Drive, Huntersville, NC, 28078
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2025Customer Dispute
January 2025Customer Dispute
July 2024Other Business ActivitiesSells Insurance
John is a managing member and insurance agent at A4 Insurance Solutions, dedicating about a quarter of his time to insurance sales and services. He also manages JBB Holdings, a holding company, and Sunset Cove Enterprises LLC, a land development company, spending minimal time and a few hours per week on these ventures, respectively.
Employment History
Current Registrations
A4 Wealth Advisors LLC
Previous Registrations
Formula Folio Investments
Gradient Investments, LLC
Trident Investment Management INC
Kcd Financial, INC.
Investment Advisors International, INC.
State Registrations2 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.