John Line is a CFP-designated registered investment advisor at John Line, CPA, INC., based in Dallas, TX, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $63M 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 | 0.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Location
1700 Pacific Avenue, Suite 4580, Dallas, TX, 75201
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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 owns John Line, CPA, Inc., providing accounting and tax preparation services since 2014. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
John Line, CPA, INC.
Previous Registrations
Paladini Financial Advisors, LLC
Line Wealth, INC.
Cain, Watters & Associates, P.L.L.C.
State Registrations1 state
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.