John Power is a CFP-designated registered investment advisor at Power Plans, based in Walpole, MA, with 20 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, Estate Planning, Federal Employees, Financial Planning & Coaching, and 2 more. Their firm serves 16 clients with $5.3M 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 | 0.10% |
| $500K+ | Included |
Fee of 0.1% of invested value through Morningstar is waived once a balance of $500,000 under management is reached.
Fee Estimator
Location
Walpole, MA
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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
Power Plans
State Registrations1 state
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