John Sardoni is a registered investment advisor at Profiscal Wealth LLC, based in Marshfield, MA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Marshfield, MA
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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 the owner and sole proprietor of Sardoni Accounting Group PC, providing accounting and tax preparation services since 2006. This takes nearly full-time.
Employment History
Current Registrations
Profiscal Wealth LLC
Generous Wealth Management
Previous Registrations
Financial Gravity Family Office Services, LLC
Hd Vest Investment ServicesBroker
Ameriprise Financial Services, INC.Broker
World Group Securities, INC.Broker
State Registrations3 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.