# John Mason

> John Mason is a fee-only financial advisor at Mason & Associates in Newport News, Virginia, who holds the CFP credential. John charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and pension planning.

Page: https://find.wellspent.co/advisors/john-mason/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mason & Associates
- **Based in:** Newport News, Virginia
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $471.4M across 1,687 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5809825 (https://adviserinfo.sec.gov/individual/summary/5809825)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://masonllc.net

## Frequently asked questions

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

Yes. John Mason is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.

### How does John charge for financial advice?

John charges an ongoing planning fee.

### How much does John charge?

According to Mason & Associates's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.

### Where is John Mason based?

John Mason is based in Newport News, Virginia.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning and pension planning. John works with retirees and pre-retirees.

### What credentials does John Mason hold?

John Mason holds the CFP credential.

### Is John Mason registered with the SEC?

Yes. John Mason is registered as an investment adviser representative in TX and VA (CRD 5809825), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mason & Associates manage?

Mason & Associates reports $471.4M across 1,687 accounts in assets under management.

### How do I contact John Mason?

Through John's website, masonllc.net.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/john-mason-11233): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.masonllc.net/): specialties, clients served, and fees, checked October 28, 2026

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