John Abernethy is a CFP-designated registered investment advisor at Synchronous Wealth Advisors LLC, based in Gainesville, FL, 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 6 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 generally charges a recurring flat fee that ranges from $1,000 to $4,000 per quarter (or $4,000 to $16,000 per year) for combined investment management and financial planning. Fees vary based on the nature and complexity of your financial situation, the scope of services, and the amount of money under management. Fees are billed at the end of each calendar quarter and are typically deducted directly from your investment account. There is no minimum account size required to work with the firm.
Contact
John Abernethy
Location
Gainesville, FL
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
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
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
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.
More Advisors
- Brian Watson, CFPKoss-Olinger Consulting, LLC.
- Ruby Watson, CFP, ChFCKoss-Olinger Consulting, LLC.
- Timothy Roark, CFPKoss-Olinger Consulting, LLC.
- Brian Gallagher, CFPAdvice and Planning Services
- Caroline Holloway, CFPArs Wealth Advisors
- William Mcdavid, PFSFlavin Financial Services, INC.