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Advisor

John Harrington

Ducere Wealth Management · Newport Beach, California

John Harrington is a fee-only financial advisor at Ducere Wealth Management in Newport Beach, California. John charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.

Percentage of assets Fee-only

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Specialties

Who they serve

  • Founders
  • High earners
  • Mid-life transitions
  • Multi-generational families
  • Real estate investors

Facts

FirmDucere Wealth Management
Based in Newport Beach, California
Fee modelPercentage of assets
Fees (firm's website)1% a year on the first tier of assets managed · Typically works with clients with $5,000,000 or more
Works virtuallyYes
Accepting new clientsYes
Assets under management$503.8M across 478 accounts
SEC registration Investment adviser representative in CA · CRD 1257672
Exams passedSeries 65 (2014)
Firm size11 employees
Disclosures None reported
Websitewww.ducerewealth.com

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Questions about John

Is John Harrington a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Ducere Wealth Management 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 charges a percentage of assets.

How much does John charge?

According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.

Does John work with clients virtually?

Yes. Ducere Wealth Management says on its website that it works with clients remotely.

Where is John Harrington based?

John Harrington is based in Newport Beach, California.

What does John specialize in?

John's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. John works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.

Is John Harrington registered with the SEC?

Yes. John Harrington is registered as an investment adviser representative in CA (CRD 1257672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Ducere Wealth Management manage?

Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.

How do I contact John Harrington?

Through John's website, www.ducerewealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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