John Klein is a registered investment advisor at Fisher\smb, based in Plano, TX, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6404 International Parkway, Suite 1100, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Investment Services CORP.
H&r Block Financial Advisors, INC.
State Registrations1 state
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