John Berzellini
JBA Financial Advisors · Timonium, Maryland
John Berzellini is a fee-only financial advisor at JBA Financial Advisors in Timonium, Maryland, who holds the CFP credential. John charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $500 and $150 an hour) and focuses on small business owners, tax planning and retirement planning.
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Specialties
Facts
| Firm | JBA Financial Advisors |
|---|---|
| Based in | Timonium, Maryland |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $500 · $150 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $30.6M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2140196 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jbafinancialadvisors.com |
| Profile |
How John's firm compares
- A one-time plan starts at $500, below the Maryland median of $830 for fee-only firms that publish prices.
- The hourly rate is $150, below the Maryland median of $300 for fee-only firms that publish prices.
- JBA Financial Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 20 accounts).
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Questions about John
Is John Berzellini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and JBA Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does John charge?
According to JBA Financial Advisors's website, checked October 30, 2026: one-time plans from $500; $150 an hour; 1% a year on the first tier of assets managed.
Where is John Berzellini based?
John Berzellini is based in Timonium, Maryland.
What does John specialize in?
John's specialties include small business owners, tax planning and retirement planning.
What credentials does John Berzellini hold?
John Berzellini holds the CFP credential.
Is John Berzellini registered with the SEC?
Yes. John Berzellini is registered as an investment adviser representative in MD (CRD 2140196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JBA Financial Advisors manage?
JBA Financial Advisors reports $30.6M across 20 accounts in assets under management.
How do I contact John Berzellini?
Through John's website, jbafinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Timonium
Other advisors in Maryland who focus on small business owners
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JBA Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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