John Whitehead
John Whitehead is a CFA, CFP-designated registered investment advisor at Hutchison Whitehead Wealth Management, based in Canonsburg, PA, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 103 clients with $78M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are subject to negotiation.
Fee Estimator
Location
1800 Main Street, Suite 220, Canonsburg, PA, 15317
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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 the 100% owner of Fairview Farm LLC, a business raising and breeding sheep and chickens. He dedicates a few hours per week to the business, primarily constructing fencing and feeding/watering animals.
Employment History
Current Registrations
Hutchison Whitehead Wealth Management
Previous Registrations
The Investment Center, INC.
State Registrations2 states
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