John Ruark is a CFP-designated registered investment advisor at Patuxent Financial Planning, LLC, based in Pompano Beach, FL, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The minimum initial investment amount, as well as the fee schedule, can be negotiable based on the Client’s unique situation, and what other services may or may not be provided as a part of the contract.
Fee Estimator
Location
Pompano Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Patuxent Financial Planning, LLC
State Registrations3 states
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