John Hilmer
John Hilmer is a registered investment advisor at Great Valley Advisor Group, LLC, based in Middletown, DE, with 15 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
156 N. Bayberry Parkway, Middletown, DE, 19709
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 operates under the DBAs Straight Forward Financial and Financial Advocacy Network through LPL Financial, spending nearly full-time on these activities. He is also an independent licensed insurance agent selling life, accident, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time, and provides investment advisory services to Great Valley Advisor Group, Inc, spending about 75% of his time. Additionally, John owns rental real estate properties and sells property and casualty insurance.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations13 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.