John McCarthy
John T. Mccarthy · Long Boat Key, Florida
John McCarthy is a fee-only financial advisor at John T. Mccarthy in Long Boat Key, Florida, who holds the CFP and ChFC credentials. John T. Mccarthy reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | John T. Mccarthy |
|---|---|
| Based in | Long Boat Key, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $61.1M across 155 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, ID, OH, WA · CRD 1867861 |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- John T. Mccarthy's average account is about $394,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about John
Is John McCarthy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and John T. Mccarthy 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, John T. Mccarthy, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John McCarthy based?
John McCarthy is based in Long Boat Key, Florida.
What credentials does John McCarthy hold?
John McCarthy holds the CFP and ChFC credentials.
Is John McCarthy registered with the SEC?
Yes. John McCarthy is registered as an investment adviser representative in FL, ID, OH and WA (CRD 1867861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John T. Mccarthy manage?
John T. Mccarthy reports $61.1M across 155 accounts in assets under management.
How do I contact John McCarthy?
Contact details aren't on file yet. Search for John T. Mccarthy.
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
- 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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