John Blamphin
John Blamphin is a CFP-designated registered investment advisor at Retirement Management Systems, based in Leonardtown, MD, with 21 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 3,032 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMS offers two investment management services:
- Savings Plan Management: RMS manages investments within your 401(k) or similar retirement plan. The fee is a flat dollar amount ($100-$2,500 per year) or a percentage of your account (0.10% to 0.85% per year). The exact fee is negotiated with your Investment Advisor Representative.
- Portfolio Management: RMS manages investment portfolios outside of retirement plans. The maximum annual fee is 2.50% of the value of your account, charged quarterly in advance.
Location
41615 Park Avenue, Suite 115, Leonardtown, MD, 20650
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 through Ash Brokerage since 2019. This activity is insurance-related.
Employment History
Current Registrations
Retirement Management Systems
Previous Registrations
Independent Financial Group, LLCBroker
Scarborough Capital Management
Scarborough Capital Management, INC.
Sii Investments, INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
The Scarborough Group, INC.
State Registrations2 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.