John Werft is a CFP-designated registered investment advisor at Plan Financial, based in Fresno, CA, with 23 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 744 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan Financial offers investment management through several programs, each with its own fee structure:
- Standard Investment Advisory Services: A percentage of your portfolio, starting at 1.00% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $7,000,000.
- Managed Accounts Program: Fees are based on the Standard Investment Advisory Services fee schedule. You'll also pay separate fees to the specialist money managers, but the combined fees will not exceed 3%.
- Custom Asset Allocation Services: A percentage of your portfolio, starting at 1.50% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $10,000,000.
Location
9 E River Park Pl E, Suite 440, Fresno, CA, 93720-1530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a real estate broker since 1987, dedicating a few hours per week to this activity. He is also a tax preparer since 1981, spending about a quarter of his time on this.
Employment History
Current Registrations
Plan Financial
Previous Registrations
Plan Financial
State Registrations1 state
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