John Bohnsack
John Bohnsack is a CFP-designated registered investment advisor at Integrated Planning & Wealth Management, LLC, based in Westfield, IN, with 8 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 133 clients with $80M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
For assets held away at another custodian, the fee is 0.75% per year.
Fee Estimator
Location
Westfield, IN
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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 Activities
John is a part-time lecturer at Texas A&M University, teaching 'Fundamentals of Investments' to undergraduates pursuing their CFP(r) designation since 2020. This takes a few hours per week.
Employment History
Current Registrations
Integrated Planning & Wealth Management, LLC
Previous Registrations
Integrated Planning & Wealth Management, LLC
Briaud Financial Advisors
Thrivent Investment Management INC.
State Registrations1 state
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