John Northrup is a CFA, CFP-designated registered investment advisor at Experience Your Wealth, LLC, based in Bristol, RI, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 65 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Experience Your Wealth, LLC does not directly manage investments. Instead, they connect you with third-party money managers. You'll pay the money manager's fee directly, as disclosed in their own brochure. Experience Your Wealth, LLC will not charge a separate advisory fee for overseeing the third-party manager. Clients will not be charged an aggregate advisory fee in excess of 3% of assets under management.
Contact
John Northrup
Location
Bristol, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in writing, consulting, and education related to financial planning topics and financial education since April 2022. This takes a few hours per week.
Employment History
Current Registrations
Experience Your Wealth, LLC
Previous Registrations
Ballentine Partners
State Registrations7 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.
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