JB
CFP
JB
CFP

John Biebel

26 Years of Experience
Newton, MA

John Biebel is a CFP-designated registered investment advisor at Ridley Cove Financial Advisors LLC, based in Newton, MA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 70 clients with $36M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$516K average
Assets Under Management
$36.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.50%

Ridley Cove may negotiate alternative fees depending upon the complexity of a client situation, types of assets to be managed, anticipated future additional assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

275 Grove Street, Suite 2-400, Newton, MA, 02466

Get directions

History

Regulatory History
Clean regulatory record

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
Ridley Cove Financial Advisors LLC
June 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wellesley Investment Partners, LLC
November 2013 - September 2015 · 1 yr 10 mos
Wingate Financial CORP
March 2009 - November 2013 · 4 yrs 8 mos
Wingate Planning CORP
March 2009 - March 2013 · 4 yrs
Calibre Advisory Services, INC.
December 2004 - March 2009 · 4 yrs 3 mos
Tanager Financial Services INC
April 1999 - December 2004 · 5 yrs 8 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.