John Plaugher
John Plaugher is a registered investment advisor at Headland Capital, based in Mt. Pleasant, SC, with 18 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, Insurance Planning, and 3 more. Their firm serves 1,307 clients with $400M 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 | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Location
300 West Coleman Blvd., Suite 204, Mt. Pleasant, SC, 29464
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 an insurance agent with Barnett Wealth Advisors, dedicating about a quarter of his time to non-variable insurance. He also works full-time on advisory and brokerage business through Barnett Wealth Advisors, Headland Capital LLC, and LPL Financial LLC.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fidelity Brokerage Services LLCBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Banc of America Investment 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.