John Thomas
John Thomas is a registered investment advisor at Fortis Wealth Management, LLC, based in American Fork, UT, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 102 clients with $6.3M 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 | 1.00% |
Management fee is negotiable based on assets managed, time/cost of servicing the relationship, and frequency of review meetings.
Fee Estimator
Location
12 W 100 N, Suite 201A, American Fork, UT, 84003
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 owns Divendo, LLC (DBA Pono Outdoors) renting outdoor equipment, spends time as a mortgage broker for Total Financial Health, LLC (about two-thirds of his time), and works as an insurance agent (a few hours per week). He also has ownership stakes in several other companies but does not actively devote time to them.
Employment History
Current Registrations
Fortis Wealth Management, LLC
Previous Registrations
Foxstone Financial
Cg Advisory Services
Allegis Investment Advisors, LLC
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.