John Northrup
JN
CFA · CFP

John Northrup

10 Years of Experience

Firm Information

John Northrup
Compensation
Fixed/Hourly
Firm Size
2 advisors
Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$829K average
Assets Under Management
$55.5M

Fee Structure

Minimum Annual Fee:$10,000
Financial Plan Fee:$1,000 - $7,000
Hourly Rate:$200 - $600/hr

Experience Your Wealth, LLC offers one-time financial plans ($2,500 - $7,000), ongoing financial planning (upfront fee of $1,000 - $3,000 plus an annual fee), project-based financial planning (hourly rate of $200-$600), and hourly consulting services ($200-$600/hour). The annual fee for ongoing planning is based on a combination of earned income and net worth, falling into ranges from $10,000 to $30,000 per year. Educational seminars range from free to $10,000. They do not have a minimum account size requirement, but generally work with clients whose income exceeds $400,000 annually, have a net worth over $2,000,000.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

Bristol, RI

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John Northrup
JN
Contact
John Northrup
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 Activities

John is involved in writing, consulting, and education related to financial planning topics and financial education since April 2022. This takes a few hours per week.

Employment History
Current Registrations
Experience Your Wealth, LLC
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Ballentine Partners
January 2015 - August 2019 · 4 yrs 7 mos
State Registrations7 states
CAMANHNVNYRITX
Advisor
Exams
No exam information available for this advisor.
Additional Information

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John Northrup
JN
Contact
John Northrup