John Stillman
John Stillman is a registered investment advisor at Rosewood Wealth Management, based in Durham, NC, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 213 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosewood Wealth Management's fees for financial advisory services are based on the value of your account, ranging from 0.50% to 1.50% per year. The larger your account, the lower the rate. These fees are the same whether you use a financial product offered by a third-party manager or invest according to Rosewood's investment model portfolios. The third-party manager calculates and collects the advisory fees, passes along Rosewood's portion, and retains its own fee.
Location
Durham, NC
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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 co-owns Third Wheel Media, LLC, a marketing company, dedicating about 10-20% of his time. He is also the Managing Member and Chief Compliance Officer of Carolina Wealth Stewards, as well as President, and sells fixed and indexed annuities and life insurance.
Employment History
Current Registrations
Rosewood Wealth Management
Previous Registrations
Ae Wealth Management, LLC
Madrona Financial Services, LLC
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.