# John Choe

> John Choe is a fee-only financial advisor at FinArc Investments in Norwood, Massachusetts. John charges a percentage of assets (typically works with clients with $2,000,000 or more) and focuses on sustainable & impact investing and founders (pre-exit).

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

## Facts

- **Firm:** FinArc Investments
- **Based in:** Norwood, Massachusetts
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $187.6M across 377 accounts
- **Specialties:** Sustainable & impact investing, Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 6287838 (https://adviserinfo.sec.gov/individual/summary/6287838)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.finarc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and FinArc Investments 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.

### How much does John charge?

According to FinArc Investments's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is John Choe based?

John Choe is based in Norwood, Massachusetts.

### What does John specialize in?

John's specialties include sustainable & impact investing and founders (pre-exit). John works with founders.

### Is John Choe registered with the SEC?

Yes. John Choe is registered as an investment adviser representative in MA (CRD 6287838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FinArc Investments manage?

FinArc Investments reports $187.6M across 377 accounts in assets under management.

### How do I contact John Choe?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6287838): 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.finarc.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.