Jon Magoch
Jon Magoch is a registered investment advisor at Retirement Evolutions Wealth Management LLC, based in Tucson, AZ, with 17 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 232 clients with $68M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4578 N First Av. Suite 120, Tucson, AZ, 85718
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
Jon is a licensed insurance agent in Arizona and the owner of Retirement Navigators Insurance Services. He is also a principal of JKM Motivational, Inc. and the owner of Harm's Way Property Holdings LLC, a property management company, dedicating minimal time to the latter.
Employment History
Current Registrations
Retirement Evolutions Wealth Management LLC
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.