John Lackey
John Lackey is a CFP-designated registered investment advisor at Iwc Financial Planning, based in Weslaco, TX, with 26 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
IWC Financial Planning offers ongoing financial guidance programs and website subscription options to help clients continuously monitor their financial lives.
- Monthly Subscription — Fees depend on plan complexity, with a maximum total of $15,000 charged over the course of 12 months. This includes continuous financial guidance and access to a secure personal financial planning website.
- Planning Website Subscription — $30 per month for clients who only want access to the secure financial website to consolidate and track their accounts, assets, and documents without comprehensive financial planning advice.
- Comprehensive Financial Plan (Flat Fee) — Flat fee based on plan complexity, not to exceed $15,000.
- Comprehensive Financial Plan (Hourly) — $250 per hour, with total costs generally ranging from 6 to 40 hours of work (typically $1,500 to $10,000) depending on complexity, not to exceed $15,000 total.
- Participant Consulting Advice Services — Flat fee or hourly rates for advice provided to qualified retirement plan participants.
Location
415 S Airport Dr, Weslaco, TX, 78596
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 involved in numerous business activities, primarily related to real estate rental and entities for tax/investment purposes. He also sells property and casualty insurance and non-variable insurance, and dedicates about a quarter of his time to his LPL business.
Employment History
Current Registrations
Iwc Financial Planning
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
United Equity Securities, LLCBroker
Aura Financial Services, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
Legacy Financial Services, 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.
Exams
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