Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$274K average
Assets Under Management
$7.7M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

11650 South State Street, Suite 102, Draper, UT, 84020

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 →
Other Business Activities

John is an Investment Advisor Representative at Legacy Planning Group, providing fee-based asset management. This activity takes about a quarter of his time.

Employment History
Current Registrations
Lone Peak Capital Management, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Legacy Planning Group
August 2014 - December 2018 · 4 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.