John Estrella
John Estrella is a CFP-designated registered investment advisor at Able Financial Planning, based in West Brookfield, MA, with 13 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 6 clients with $300K 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 | 1.27% |
| $500K - $1.0M | 1.13% |
| $1M+ | 0.88% |
Fees, account minimums, and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Location
1 East Main St, Suite C, West Brookfield, MA, 01585
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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 President/broker of Able Mortgage Inc., supervising the placement of first mortgages, dedicating about 35% of his time. He also prepares taxes for clients through Able Financial Planning Inc., spending minimal time on this activity.
Employment History
Current Registrations
Able Financial Planning
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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