John Seagrave is a CFP-designated registered investment advisor at Barron Financial Group, LLP, based in Torrington, CT, with 9 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 193 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
103 Albert Street, Torrington, CT, 06790
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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 Activities
John is involved with several local organizations, including the Burlington Chamber of Commerce, Central Connecticut Chamber of Commerce, Prime Time House, Northwest Community Bank Foundation, and Tavern Day Group. These roles involve board membership, financial oversight, community relations, and philanthropic activities, taking up a few hours per week to about 10% of his time.
Employment History
Current Registrations
Barron Financial Group, LLP
State Registrations1 state
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