John Foard
John Foard is a CFP-designated registered investment advisor at Crown Private Wealth, LLC, based in Mooresville, NC, with 25 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, Investment Management, and 2 more. Their firm serves 133 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annual fee. Standard annual fee is typically lower and is negotiable.
Fee Estimator
Location
132 Joe Knox Avenue, Suite 104, Mooresville, NC, 28117
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 ActivitiesSells Insurance
John is the owner of Foard Wealth Management, LLC, a financial industry consulting business, spending a few hours per week. He is also a co-founder and insurance agent at Crown Insurance Advisors, LLC, selling insurance products, and a co-founder and managing partner of Crown Advisors, LLC, dedicating about a quarter of his time to managing daily operations.
Employment History
Current Registrations
Crown Private Wealth, LLC
Previous Registrations
Virtue Capital Management, LLC
Hobart Private Capital, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
Fisher Investments
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Quest Capital Strategies, INC.Broker
Edward JonesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.