John Buerger
John Buerger is a CFP-designated registered investment advisor at Altus Wealth Solutions, based in Atascadero, CA, with 18 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, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 25 clients with $4.8M 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 | 0.75% |
Annual rates range from 0.25% to 0.75% depending on variables including total number of accounts, average account value, total assets managed, and management style.
Fee Estimator
Location
Atascadero, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2006Other Business ActivitiesSells Insurance
John is the general agent and sole producing agent in Buerger Insurance Solutions, selling life insurance, and has maintained his California Life Insurance license since 2004, dedicating minimal time to this. He is also the business manager and 50% owner of Accents, a retail business, spending a few hours per week on these duties.
Employment History
Current Registrations
Altus Wealth Solutions
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.
Exams
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