John McGowan
Mandala Financial Advisors · Salida, Colorado
John McGowan is a fee-only financial advisor at Mandala Financial Advisors in Salida, Colorado, who holds the CFP and MBA credentials. John charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $4,500 and $300 an hour) and focuses on sustainable & impact investing, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Mandala Financial Advisors |
|---|---|
| Based in | Salida, Colorado |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,500 · $300 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $25.4M across 66 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO, IA · CRD 4825807 |
| Exams passed | Series 63 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mandala.financial |
| Profile |
How John's firm compares
- A one-time plan starts at $4,500, above the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Colorado median of $290 for fee-only firms that publish prices.
- Mandala Financial Advisors's average account is about $385,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about John
Is John McGowan a fee-only financial advisor?
Yes. John McGowan 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 a percentage of assets, hourly fees and a one-time planning fee.
How much does John charge?
According to Mandala Financial Advisors's website, checked October 28, 2026: one-time plans from $4,500; $300 an hour; 1% a year on the first tier of assets managed.
Where is John McGowan based?
John McGowan is based in Salida, Colorado.
What does John specialize in?
John's specialties include sustainable & impact investing, retirement planning, estate & legacy planning, tax planning and small business owners. John works with early-career professionals, pre-retirees and mid-life transitions.
What credentials does John McGowan hold?
John McGowan holds the CFP and MBA credentials.
Is John McGowan registered with the SEC?
Yes. John McGowan is registered as an investment adviser representative in CO and IA (CRD 4825807), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mandala Financial Advisors manage?
Mandala Financial Advisors reports $25.4M across 66 accounts in assets under management.
How do I contact John McGowan?
Through John's website, mandala.financial.
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
- Mandala Financial Advisors 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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