John Howe is a CFP-designated registered investment advisor at Hamewith Wealth, based in Pittsford, NY, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable. An additional 0.30% fee applies to held-away accounts managed via Pontera Solutions. A minimum annual advisory fee of $3,000 applies.
Fee Estimator
Location
Pittsford, NY
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 →Employment History
Current Registrations
Hamewith Wealth
Previous Registrations
Generation Capital Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Manning & Napier Investor Services, INC.Broker
State Registrations1 state
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
More Advisors
- John Mcgowan, CFATwo Point Capital Management, INC.
- Kelly Olczak, CFPLynnleigh & Company, LLC
- Catherine Arnold, CFPFlower City Capital LLC
- Gregory Rahmlow, CFP, ChFCWells Fargo Advisors
- Christopher Porpiglia, CFP
- Elliott Hillman, CFAWealth Enhancement Advisory Services, LLC