John Munley is a CFP-designated registered investment advisor at Whealth Advisors, based in Red Bank, NJ, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 43 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WHealth Advisors provides ongoing investment management services as part of their comprehensive financial planning service. The annual fee is a fixed dollar amount based on your net worth. This fee is paid quarterly, in advance.
Contact
John Munley
Location
43 W Front St, Ste 16, Red Bank, NJ, 07701
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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.
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Since June 2020, John has been a Regional Director for College Aid Pro, assisting individuals with college funding needs and the financial aid process. This takes about full-time hours during normal working hours.
Employment History
Current Registrations
Whealth Advisors
Previous Registrations
Blue Blaze Financial Advisors, LLC
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.
Exams
Additional Information
Conflict-free, fee-only fiduciaries since day one. As a firm, wHealth Advisors is founded on THREE core values: