John Maddison
Balentine Wealth Advisors · Raleigh, North Carolina
John Maddison is a fee-only financial advisor at Balentine Wealth Advisors in Raleigh, North Carolina, who holds the CFP and CFA credentials. John focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 5361678 |
| Exams passed | Series 66 (2007) |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
| Profile |
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Questions about John
Is John Maddison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Balentine Wealth Advisors 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, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Maddison based?
John Maddison is based in Raleigh, North Carolina.
What does John specialize in?
John's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. John works with founders and multi-generational families.
What credentials does John Maddison hold?
John Maddison holds the CFP and CFA credentials.
Is John Maddison registered with the SEC?
Yes. John Maddison is registered as an investment adviser representative in NC (CRD 5361678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact John Maddison?
Through John's website, www.balentine.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
- Balentine Wealth Advisors 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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