JC
CFP
JC
CFP

John Colantino

10 Years of Experience
Winchester, MA

John Colantino is a CFP-designated registered investment advisor at Act 2 Planning, based in Winchester, MA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Act 2 Planning offers one-time financial planning services covering various topics. The price ranges from $100 to $500, depending on the client's specific needs, complexity, time, research, and resources required.

One-Time Plan:$100 - $500
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Location

Winchester, MA

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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
Act 2 Planning
June 2025 - Present · 11 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
July 2016 - July 2018 · 2 yrs
Fidelity Brokerage Services LLCBroker
June 2016 - April 2025 · 8 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2012 - April 2013 · 7 mos
State Registrations2 states
FLMA
Advisor

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
No exam information available for this advisor.
John Colantino - Financial Advisor | TrueAdvisor