John Gambone is a CFP, ChFC-designated registered investment advisor at Entrewealth, based in Austin, TX, with 11 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 119 clients with $220M 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 | 1.50% |
Fees are negotiable and depend on the client's needs and complexity of the situation.
Fee Estimator
Location
1101 Quaker Ridge Dr, Austin, TX, 78746
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 ActivitiesSells Insurance
John works as an insurance agent selling insurance products and services since 2014. This activity, which is investment-related, takes about a quarter of his time.
Employment History
Current Registrations
Entrewealth
Previous Registrations
Vital Capital LLC
The Ascent Group, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations2 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.