John Donovan
Advisorplanner · St. Petersburg, Florida
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.
Request an introduction to John →
Facts
| Firm | Advisorplanner |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.0M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 1173153 |
| Exams passed | Series 63 (1985) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How John's firm compares
- Advisorplanner's average account is about $167,000, from its Form ADV (assets managed divided by 24 accounts).
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 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.
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
- 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.