John Henderson is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Mesa, AZ, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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 →Other Business ActivitiesSells Insurance
John is an agent and financial advisor with Public Safety Financial Insurance, selling fixed and fixed indexed annuities. This takes about 10-20% of his time, with some of those hours occurring during trading hours, and accounts for approximately 20% of his total yearly compensation.
Employment History
Current Registrations
Modern Wealth Management, LLC
Public Safety Financial/galloway
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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