John Ainlay
John Ainlay is a registered investment advisor at Stillwater Wealth Management Group LLC, based in Juno Beach, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 257 clients with $210M 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 $1000K | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
790 Juno Ocean Walk Suite 202C, Juno Beach, FL, 33408
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 works as an agent for Financial Security Group, Inc. selling life and health insurance and providing financial advisory services, dedicating nearly full-time hours to this role. He also serves as a speaker and leader for JH Outback, a non-profit faith events organization, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Stillwater Wealth Management Group LLC
Previous Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
State Registrations3 states
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.