John Herrero is a CFA-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 2 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
8040 South 48th Street, Phoenix, AZ, 85044
Get directionsHistory
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
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Vanguard Marketing CorporationBroker
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.
Exams
More Advisors
- Dane Breslo, CFPSchwab Wealth Advisory, INC.
- Thomas Travaglini, CFPSchwab Wealth Advisory, INC.
- Treva Ziemba, CFPSchwab Wealth Advisory, INC.
- Connor HutchinsonSchwab Wealth Advisory, INC.
- Daniel Martin, CFPSchwab Wealth Advisory, INC.
- Ammiel Banayat, CFPSchwab Wealth Advisory, INC.