John Wildern is a CFP-designated registered investment advisor at Legacy Financial Advisors, INC., based in Carmel, IN, with 24 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, Investment Management, Retirement Planning. Their firm serves 1,065 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
Carmel, IN
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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 →Other Business Activities
John is the President of LIFE Advisor Group, a business consulting firm, since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Forvis Wealth Advisors, LLC
Inspire Investing, LLC
Inspire Advisors, LLC
2nd Vote Advisers, LLC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
St. James Investment Company, LLC
Northcoast Asset Management LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Painewebber IncorporatedBroker
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.