JW
CFP
JW
CFP

John Wright

3 Years of Experience
Bellevue, WA

John Wright is a CFP-designated registered investment advisor at Marsjewett Financial Group, based in Bellevue, WA, with 3 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 2 more. Their firm serves 671 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$734.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $10.0M0.55%
$10M+0.45%

MJFG may negotiate a different fee rate for certain client holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11235 SE 6th Street, Suite 110, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Marsjewett Financial Group
December 2022 - Present · 3 yrs 5 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.