John Morlu is a CFP-designated registered investment advisor at Pithom Advisors, INC., based in Woodbridge, VA, 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pithom Financial Advisors charges a quarterly fee between $1,250 and $1,750 for investment management, depending on the complexity of your portfolio. Alternatively, clients can opt for a monthly subscription plan of $400 to $500, charged to their credit/debit card. These fees include trading costs but not custodial account maintenance fees.
Location
2200 Optiz Blvd, Suite 200, Woodbridge, VA, 22191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the Owner and Managing Partner of JS Morlu, LLC, a CPA firm, since 2012. He dedicates about half of his time to performing managerial duties for the firm.
Employment History
Current Registrations
Pithom Advisors, INC.
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.