John Hendry is a registered investment advisor at Paraclete Life Planning L.L.C., based in pensacola, FL, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.25% |
| $1M+ | 0.15% |
AUM % fee falls away once the period of retirement is reached. Fees are situationally negotiable.
Fee Estimator
Location
pensacola, 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
Paraclete Life Planning L.L.C.
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.