John Dunham is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Memphis, TN, with 6 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,177 clients with $1.4B 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Clients are subject to a $2,500 per year minimum. Management Fees are negotiable depending on both the nature and complexity of client circumstances.
Fee Estimator
Location
1755 Kirby Pkwy, Suite 200, Memphis, TN, 38120
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 a seasonal tax preparer for Henderson, Hutcherson & McCullough, PLLC for a few hours per week from January to April. He is also an independent licensed insurance agent in Tennessee since September 2022, selling life insurance.
Employment History
Current Registrations
Hhm Wealth Advisors, LLC
State Registrations1 state
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