John Fosdick
Best Invest · San Antonio, Texas
John Fosdick is a fee-only financial advisor at Best Invest in San Antonio, Texas. Best Invest reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | Best Invest |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $296.4M across 1,762 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4034278 |
| Exams passed | Series 63 (1999) · Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bestinvestsa.com |
| Profile |
How John's firm compares
- Best Invest's average account is about $168,000, from its Form ADV (assets managed divided by 1,762 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 Fosdick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Best Invest 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, Best Invest, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Fosdick based?
John Fosdick is based in San Antonio, Texas.
Is John Fosdick registered with the SEC?
Yes. John Fosdick is registered as an investment adviser representative in TX (CRD 4034278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Best Invest manage?
Best Invest reports $296.4M across 1,762 accounts in assets under management.
How do I contact John Fosdick?
Through John's website, www.bestinvestsa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
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.