John Burns
John Burns is a registered investment advisor at Growth Point Financial LLC, based in Lancaster, PA, 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 Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 161 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Growth Point Financial charges a wrap fee for investment advisory services. This annual fee covers management, transaction costs, and administrative fees. The annual wrap fee is 1.25% of the account's market value, billed quarterly in advance. This fee may be negotiable.
Location
2173 Embassy Dr, Lancaster, PA, 17603
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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 is a licensed insurance agent and principal owner of Growth Point Retirement Services LLC (GPRS), an insurance agency selling life insurance, Medicare supplement insurance, and fixed annuities. He dedicates about 10-20% of his time to GPRS, with only a portion of that during security trading hours.
Employment History
Current Registrations
Growth Point Financial LLC
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
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.