John Bohnsack
John Bohnsack is a CFP-designated registered investment advisor at Integrated Planning & Wealth Management, LLC, based in College Station, TX, with 9 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 169 clients with $120M 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% |
Fees are negotiable. Held-away assets are charged a flat 0.75% per year.
Fee Estimator
Location
College Station, TX
Get directionsHistory
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
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
More Advisors
- Michael Albert, CFPOsaic Wealth, INC.
- Janet Briaud, CFPBriaud Financial Advisors
- Matthew Spradling, CFPParagon Financial Advisors
- William Tebeaux, CFA, CFPParagon Financial Advisors
- Brenda Lehmann, CFPEdward Jones
- Matthew Mckay, CFPBriaud Financial Advisors