John Finigan is a CFP-designated registered investment advisor at Hb Wealth, based in Towson, MD, with 6 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
1 West Pennsylvania Avenue, Suite 800, Towson, MD, 21204
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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
Hb Wealth
Previous Registrations
Wms Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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