John Sperry is a registered investment advisor at Dynamic Wealth Advisors, based in South Jordan, UT, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 315 clients with $190M 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 - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Household accounts may be aggregated. Fees are negotiable.
Fee Estimator
Location
South Jordan, UT
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 →Employment History
Current Registrations
Dynamic Wealth Advisors
Previous Registrations
Park Avenue Securities LLC
Securian Financial Services, 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 Coakley, CFPWealthspire Retirement Advisory
- Jesse Lugenbeel, CFPLPL Financial LLC
- Mark Asaro, CFANoble Wealth Management P.B.C.
- Easton Dickson, CFPWealthspire Retirement Advisory
- Alicia Allen, CFPEdward Jones
- Shane Dayton, CFPLPL Enterprise, LLC