John Beane
John Beane is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Punta Gorda, FL, 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
310 Dupont Street, Punta Gorda, FL, 33950
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 ActivitiesSells Insurance
John is the owner/manager of Beane Financial Consulting LLC, established to separate business and personal accounting, dedicating a few hours per week. He also holds insurance licenses and occasionally writes new life insurance and annuity business through approved broker-dealer channels, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Homrich Berg
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations45 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.