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John Prickett

2 Years of Experience
BrokerSells Insurance

John Prickett is a registered investment advisor at Market Street Wealth Management, based in Glen Mills, PA, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,052 clients with $840M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,052 clients
Average Client Portfolio
$796K average
Assets Under Management
$837.0M

Fee Structure

Market Street Wealth Management charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:

  • Up to $1,000,000: 1.00% - 1.25%
  • $1,000,001 to $2,000,000: 0.85% - 1.00%
  • $2,000,001 to $5,000,000: 0.75% - 0.85%
  • $5,000,000 and over: 0.60% - 0.75%

Fees may be negotiable.

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Location

Glen Mills, PA

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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.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent since January 2024, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Market Street Wealth Management
January 2024 - Present · 2 yrs 3 mos
USA Financial Securities LLCBroker
September 2023 - Present · 2 yrs 7 mos
State Registrations10 states
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AdvisorBrokerBoth

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.