John Dwyer
Sunpointe Investments · Clayton, Missouri
John Dwyer is a fee-only financial advisor at Sunpointe Investments in Clayton, Missouri, who holds the CFA credential. John focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO · CRD 3255772 |
| Exams passed | Series 63 (2014) · Series 65 (2006) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.sunpointeinvestments.com |
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Questions about John
Is John Dwyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Sunpointe 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's firm, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Dwyer based?
John Dwyer is based in Clayton, Missouri.
What does John specialize in?
John's specialties include tax planning, estate & legacy planning and family wealth transfer. John works with executives, ultra high net worth and multi-generational families.
What credentials does John Dwyer hold?
John Dwyer holds the CFA credential.
Is John Dwyer registered with the SEC?
Yes. John Dwyer is registered as an investment adviser representative in MO (CRD 3255772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunpointe Investments manage?
Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.
How do I contact John Dwyer?
Through John's website, www.sunpointeinvestments.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
- Sunpointe 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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