John Choe
FinArc Investments · Norwood, Massachusetts
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).
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Specialties
Who they serve
- Founders
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 | $187.6M across 377 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6287838 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.finarc.com |
| Profile |
How John's firm compares
- FinArc Investments's average account is about $498,000, from its Form ADV (assets managed divided by 377 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- FinArc Investments 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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