John Dwyer is a registered investment advisor at Winnow Wealth, LLC, based in Bismarck, ND, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.
Location
Bismarck, ND
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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 ActivitiesSells Insurance
John owns Solid Rock Financial Group, providing financial services and selling fixed index annuities, whole life insurance, and disability insurance, dedicating full-time hours to this. He also serves as a board member for LESPA LAVI Charitable Ministry, spending a few hours per week without compensation.
Employment History
Current Registrations
Winnow Wealth, LLC
Previous Registrations
Tencap Wealth Coaching
Freedom Financial Coaching, LLC
G. A. Repple & Company
G. A. Repple & CompanyBroker
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
The O.N. Equity Sales CompanyBroker
Primevest Financial Services, INC.Broker
Park Avenue Securities LLCBroker
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.