# John Kopp

> John Kopp is a fee-only financial advisor at Kopp Financial in Green Bay, Wisconsin. John charges an ongoing planning fee and a percentage of assets (ongoing planning from $528 a year and 0.35% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/john-kopp/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kopp Financial
- **Based in:** Green Bay, Wisconsin
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $528 a year; 0.35% a year on the first tier of assets managed
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $1.7M across 17 accounts
- **CRD:** 5187648 (https://adviserinfo.sec.gov/individual/summary/5187648)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.koppfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kopp Financial 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 an ongoing planning fee and a percentage of assets.

### How much does John charge?

According to Kopp Financial's website, checked October 30, 2026: ongoing planning from $528 a year; 0.35% a year on the first tier of assets managed.

### Where is John Kopp based?

John Kopp is based in Green Bay, Wisconsin.

### Is John Kopp registered with the SEC?

Yes. John Kopp is registered as an investment adviser representative in WI (CRD 5187648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kopp Financial manage?

Kopp Financial reports $1.7M across 17 accounts in assets under management.

### How do I contact John Kopp?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5187648): 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
- The firm's website (https://www.koppfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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