# John Buckley

> John Buckley is a fee-only financial advisor at Buckley Wealth in Las Vegas, Nevada. John focuses on retirement planning, family wealth transfer and small business owners. Buckley Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-buckley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Buckley Wealth
- **Based in:** Las Vegas, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $644.0M across 614 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Small business owners, Founders (pre-exit), Sustainable & impact investing
- **Works with:** High earners, Multi-generational families
- **CRD:** 5201586 (https://adviserinfo.sec.gov/individual/summary/5201586)
- **SEC registration:** Investment adviser representative in CA, NV
- **Exams passed:** Series 65 (2025), Series 66 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.buckleywealth.com/

## Frequently asked questions

### Is John Buckley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Buckley Wealth 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's firm, Buckley Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does John charge?

According to Buckley Wealth's website, checked October 30, 2026: no asset minimum.

### Does John work with clients virtually?

Yes. Buckley Wealth says on its website that it works with clients remotely.

### Where is John Buckley based?

John Buckley is based in Las Vegas, Nevada.

### What does John specialize in?

John's specialties include retirement planning, family wealth transfer, small business owners, founders (pre-exit) and sustainable & impact investing. John works with high earners and multi-generational families.

### Is John Buckley registered with the SEC?

Yes. John Buckley is registered as an investment adviser representative in CA and NV (CRD 5201586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Buckley Wealth manage?

Buckley Wealth reports $644.0M across 614 accounts in assets under management.

### How do I contact John Buckley?

Through John's website, www.buckleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5201586): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.buckleywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.