# John Donovan

> John Donovan is a fee-only financial advisor at Advisorplanner in St. Petersburg, Florida, who holds the CFP credential. Advisorplanner reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-donovan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Advisorplanner
- **Based in:** St. Petersburg, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $4.0M across 24 accounts
- **Credentials:** CFP
- **CRD:** 1173153 (https://adviserinfo.sec.gov/individual/summary/1173153)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1985), Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is John Donovan based?

John Donovan is based in St. Petersburg, Florida.

### What credentials does John Donovan hold?

John Donovan holds the CFP credential.

### Is John Donovan registered with the SEC?

Yes. John Donovan is registered as an investment adviser representative in FL (CRD 1173153), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisorplanner manage?

Advisorplanner reports $4.0M across 24 accounts in assets under management.

### How do I contact John Donovan?

Contact details aren't on file yet. Search for Advisorplanner.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1173153): 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

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