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John Sharrock

1 Year of Experience
Alexandria, VA

John Sharrock is a registered investment advisor at Rising Tides Financial Planning LLC, based in Alexandria, VA, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

After an initial plan is delivered, RTFP charges an annual fee of $400 - $10,000, paid monthly or quarterly. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.

RTFP charges an initial fee of $75 - $350 to construct a comprehensive financial plan. The fee may be reduced or waived at the advisor's discretion.

Annual Retainer:$400 - $10,000/year
One-Time Plan:$75 - $350
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Location

Alexandria, VA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John works full-time as a Division Chief and Senior Manager for the Department of Defense within the United States federal government since 2002. This activity is non-investment related.

Employment History
Current Registrations
Rising Tides Financial Planning LLC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.