JD
CFP

John C Deangelo

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

31 State Route 12, Flemington, NJ, 08822

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Regulatory History (1)
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Customer Dispute
August 2008
Denied
Other Business ActivitiesSells Insurance

John is involved with Prestige Wealth Management Group, LLC as a Registered Investment Advisor (RIA) providing financial planning, investments, and insurance sales. He also works as a wealth advisor for Prestige Wealth Services Group, dedicating nearly full-time hours to investment management.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
August 2024 - Present · 1 yr 5 mos
The Pillar Strategies
January 2017 - Present · 9 yrs
Prestige Wealth Management Group, LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
July 2012 - August 2024 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2008 - June 2012 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - June 2012 · 4 yrs 3 mos
Charles Schwab & Co., INC.
July 2003 - March 2008 · 4 yrs 8 mos
Charles Schwab & Co., INC. Broker
June 2000 - March 2008 · 7 yrs 9 mos
W.J. Nolan & Company, INC.Broker
May 1998 - August 1998 · 3 mos
State Registrations3 states
NJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.