John Girvin is a CFP-designated registered investment advisor at Fiduciary Wealth Group, LLC, based in Centerville, OH, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Wealth Group's wealth management fee is a fixed annual dollar amount based on the value of your portfolio. The fee is billed quarterly in advance. For example, a portfolio between $0 and $499,999 has a $4,000 annual fee. Clients also receive complimentary tax preparation and filing services.
Location
6784 Loop Road Suite# 208, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Wealth Group, LLC
Previous Registrations
Artifex Financial Group, LLC
Girvin Financial Education Services
State Registrations1 state
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