Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
153 clients
Average Client Portfolio
$759K average
Assets Under Management
$116.1M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

190 Ottley Dr, Suite B-2A, Atlanta, GA, 30324

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
St. John & Associates, INC.
August 2025 - Present · 6 mos
Previous Registrations
Southeastern Advisory Services INC
June 2024 - July 2025 · 1 yr 1 mo
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.