John Peterson
John Peterson is a CFP, ChFC-designated registered investment advisor at Corners Financial Planning, LLC, based in Peachtree Corners, GA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 23 clients with $2.4M 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 $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
An annualized asset‐based fee of 0.25% will be charged to your account by the sub-advisor, and this is separate from our fees as stated above in the Fee Schedule.
Fee Estimator
Location
5425 Peachtree Parkway, Peachtree Corners, GA, 30092
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 involved in fixed insurance sales with Dempsey & Associates since 2004. This activity takes nearly full-time hours.
Employment History
Current Registrations
Corners Financial Planning, LLC
Previous Registrations
Dempsey Financial Network, INC.Broker
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.