Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$829K average
Assets Under Management
$55.5M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
John Northrup
Location
Bristol, RI
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Regulatory History
Clean regulatory record
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.
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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
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Ballentine Partners
January 2015 - August 2019 · 4 yrs 7 mos
State Registrations7 states
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Advisor
Exams
No exam information available for this advisor.
Additional Information
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Contact
John Northrup