John Mezzullo
John Mezzullo is a registered investment advisor at Duncan Financial Planning Advisors, based in Lutherville-Timonium, MD, with 52 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial planning — flat fees generally up to $25,000 for individuals, billed as a one-time payment, in installments, or on an ongoing basis depending on the scope and complexity of the services.
- Retirement plan consulting for sponsors — fixed annual fees typically up to $30,000, and potentially higher for extraordinarily complicated situations.
- Retirement plan consulting for individual participants — fixed fees ranging from $250 to $10,000 per year.
- Business succession planning — flat fees generally up to $30,000, depending on company size, business structure complexity, number of owners, and report scope.
- Hourly consulting — up to $500 per hour for specific financial planning questions.
Location
Lutherville-Timonium, MD
Get directionsHistory
Regulatory History (5)
Financial
May 2026Financial
May 2026Financial
December 2025Financial
January 2020Customer Dispute
April 2018Other Business ActivitiesSells Insurance
John is an independent insurance agent for various insurance companies. He is also the President of P.A. Financial Services Corporation and an advisory representative of a RIA, spending about 10-20% of his time and about half his time, respectively, on these investment-related activities.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Applied Financial Wisdom
Research Financial Strategies
LPL Financial LLCBroker
Triad Advisors, INC.
Glass Jacobson Investment Advisors, LLC
Triad Advisors, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Chubb Securities CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Home Life Insurance CompanyBroker
State Registrations15 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.