John Arao
John Arao is a registered investment advisor at Mine & Arao Wealth Creation and Management, LLC, based in Campbell, CA, with 26 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, Retirement Planning, Tax Planning. Their firm serves 205 clients with $290M 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 $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Discounts are offered to friends and family members of associated persons of Mine & Arao.
Fee Estimator
Location
901 Campisi Way, Suite 140, Campbell, CA, 95008
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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 Activities
John is a partner at Mine & Arao, LLP, a CPA firm providing tax preparation, bookkeeping, and financial statement services. He spends nearly full-time working with accounting clients.
Employment History
Current Registrations
Mine & Arao Wealth Creation and Management, LLC
State Registrations1 state
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