John Wonneberger is a registered investment advisor at Newedge Advisors, based in Milldale, CT, with 22 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, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
409 Canal Street, Milldale, CT, 06467
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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 ActivitiesSells Insurance
John is an Investment Advisor Representative with NewEdge Advisors, LLC and Nesso Wealth, LLC since January 2024. He also works as a Staff Accountant for Nesso Accounting and Tax, LLC, dedicating about 10-20% of his time, and is involved in insurance activities, including life and health sales, and reviewing insurance needs, dedicating minimal time to these insurance activities. Additionally, he is a Board Member for Cheshire Land Trust, spending minimal time on this.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Commonwealth Financial Network
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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