John Mason
Mason & Associates · Newport News, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $471.4M across 1,687 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5809825 |
| Exams passed | Series 66 (2010) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | masonllc.net |
| Profile |
How John's firm compares
- Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Mason & Associates website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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