John Vandergriff is a registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2% of total assets under management. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
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 →Other Business Activities
John is a member/owner of Cogdill One, LLC, which owns commercial real estate. He spends a few hours per week finding and managing tenants and working on building improvements.
Employment History
Current Registrations
Blue Ridge Wealth Planners
Previous Registrations
Global Financial Private Capital, LLC
State Registrations3 states
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
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