John Bly is a registered investment advisor at Aprio Wealth Management, LLC, based in Matthews, NC, 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
212 West Matthews Street, Suite 102, Matthews, NC, 28105
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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 ActivitiesSells Insurance
John is a partner at Aprio Advisory Group, a CPA firm, dedicating significantly more than full-time hours to this role. He also works as an agent for Aprio Risk Management selling various insurance products, taking about a quarter of his time, and is a member of LBAHS Holding, LLC, a commercial rental property, spending minimal time on this.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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