John Abernethy is a CFP-designated registered investment advisor at Synchronous Wealth Advisors LLC, based in Solvang, CA, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 61 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synchronous Wealth Advisors typically charges a flat quarterly fee ranging from $1,000 to $4,000 for both investment management and financial planning services. The firm may also provide investment management on a standalone basis. Fees are negotiable and depend on the complexity of the client's situation and the scope of services.
Contact
John Abernethy
Location
Solvang, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Synchronous Wealth Advisors LLC
Previous Registrations
Together Planning
Sycamore Financial Planning, LLC
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Together And/or Together Planning
State Registrations1 state
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Exams
Additional Information
After earning a degree in History from the University of Florida, John joined the Together Planning team in 2019 as a financial planning assistant. He then earned the CERTIFIED FINANCIAL PLANNER™ designation and completed a Master’s degree in Personal Financial Planning through Kansas State University in 2024.