John Swikart is a CFP-designated registered investment advisor at Cfs Investment Advisory Services LLC, based in Totowa, NJ, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,238 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFS Investment Advisory Services charges an annual fee based on the value of your portfolio. The exact fee varies depending on the advisor, the amount you invest, and the services included. The fee ranges from 0.25% to 1.25% annually, charged quarterly in advance. CFS may negotiate a different fee for certain client holdings like held-away assets or alternative investments.
Location
97 Lackawanna Avenue, Suite 101, Totowa, NJ, 07512
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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 →Employment History
Current Registrations
Cfs Investment Advisory Services LLC
Previous Registrations
Wealthspire Advisors
Wealthspire Capital, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Network 1 Financial Securities INC.Broker
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.