John Northrup is a CFA, CFP-designated registered investment advisor at Experience Your Wealth, LLC, based in Bristol, RI, 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 70 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Experience Your Wealth does not charge a direct fee for investment management. Instead, investment management and oversight of third-party money managers is included as part of their ongoing comprehensive financial planning relationship. Clients pay the third-party money manager's fee directly.
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.
Exams
Additional Information
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