John Masegian
Pruneyard Financial Group · Cupertino, California
John Masegian is a fee-only financial advisor at Pruneyard Financial Group in Cupertino, California. Pruneyard Financial Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pruneyard Financial Group |
|---|---|
| Based in | Cupertino, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $90.9M across 185 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4782088 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pruneyardfinancial.com |
How John's firm compares
- Pruneyard Financial Group's average account is about $491,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about John
Is John Masegian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Pruneyard Financial Group 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, Pruneyard Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is John Masegian based?
John Masegian is based in Cupertino, California.
Is John Masegian registered with the SEC?
Yes. John Masegian is registered as an investment adviser representative in CA and TX (CRD 4782088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pruneyard Financial Group manage?
Pruneyard Financial Group reports $90.9M across 185 accounts in assets under management.
How do I contact John Masegian?
Through John's website, pruneyardfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cupertino
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.
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