John Degan
Harbor Advisory · Portsmouth, New Hampshire
John Degan is a fee-only financial advisor at Harbor Advisory in Portsmouth, New Hampshire. John focuses on estate & legacy planning and retirement planning. Harbor Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to John →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Harbor Advisory |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $480.9M across 395 accounts |
| SEC registration | Investment adviser representative in NH, TX · CRD 1506997 |
| Exams passed | Series 63 (1986) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harboradvisory.com |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Degan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Harbor Advisory 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, Harbor Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Degan based?
John Degan is based in Portsmouth, New Hampshire.
What does John specialize in?
John's specialties include estate & legacy planning and retirement planning. John works with ultra high net worth.
Is John Degan registered with the SEC?
Yes. John Degan is registered as an investment adviser representative in NH and TX (CRD 1506997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harbor Advisory manage?
Harbor Advisory reports $480.9M across 395 accounts in assets under management.
How do I contact John Degan?
Through John's website, www.harboradvisory.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
- Harbor Advisory 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.
See something wrong? Request a correction. Read our methodology.