# John McNamara

> John McNamara is a fee-only financial advisor at Highball Advisors in Simsponville, South Carolina. John charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, pension planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/john-mcnamara/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Highball Advisors
- **Based in:** Simsponville, South Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $72M across 230 accounts
- **Specialties:** Retirement planning, Pension planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6749785 (https://adviserinfo.sec.gov/individual/summary/6749785)
- **SEC registration:** Investment adviser representative in FL, NE, NY, SC, TX, VA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.highballadvisors.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Highball Advisors 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 charges a percentage of assets.

### How much does John charge?

According to Highball Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does John work with clients virtually?

Yes. Highball Advisors says on its website that it works with clients remotely.

### Where is John McNamara based?

John McNamara is based in Simsponville, South Carolina.

### What does John specialize in?

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

### Is John McNamara registered with the SEC?

Yes. John McNamara is registered as an investment adviser representative in FL, NE, NY, SC, TX and VA (CRD 6749785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highball Advisors manage?

Highball Advisors reports $72M across 230 accounts in assets under management.

### How do I contact John McNamara?

Through John's website, www.highballadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6749785): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://highballadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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