John Gugle is a CFP-designated registered investment advisor at Gugle Wealth Advisory, based in Indian Land, SC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 21 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gugle Wealth Advisory's annual fee for wealth management services is $10,000. This fee is negotiable and paid quarterly in advance. This fee includes both investment management and financial planning services.
Contact
John Gugle
Location
Indian Land, SC
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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 →Employment History
Current Registrations
Gugle Wealth Advisory
Previous Registrations
LPL Financial LLC
Alpha Financial Advisors, LLC
Carroll Financial Associates INC
UBS Financial Services INC.
State Registrations3 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.
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