John Gunn is a CFP-designated registered investment advisor at Ullmann Wealth Partners, based in Fernandina Beach, FL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 531 clients with $1.3B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees may be negotiable in certain circumstances based on the scope, complexity, and amount of assets. Existing clients prior to November 2015 may have different fee schedules.
Fee Estimator
Location
Fernandina Beach, FL
Get directionsHistory
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 →Other Business Activities
John is an advisor to the board of directors for Space 3, Inc., a work cafe, since February 2024. He dedicates minimal time to this role, participating in monthly meetings with management.
Employment History
Current Registrations
Ullmann Wealth Partners
Previous Registrations
Veritable LP
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
More Advisors
- Brian Griffith, CFPOsaic Wealth, INC.
- Crystal Henning, CFPEdward Jones
- Anthony Cecchini, CFPJmg Financial Group LTD
- Malea Hornback, CFPBouvel Investment Partners, LLC
- John Neff, CFP, ChFCPortfolio Medics, LLC
- Bruce Eshbaugh, CFASentinel Advisory CORP