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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 112 clients with $90M 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 negotiable based on account size and individual circumstances. There is a minimum annual fee of $600 per household, which the firm may waive.
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
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.
Exams
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