# John McNertney

> John McNertney is a fee-only financial advisor at Green Ocean Global in San Francisco, California, who holds the CFP credential. John focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Green Ocean Global reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Green Ocean Global
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $114.8M across 147 accounts
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada), Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Cross-border families
- **CRD:** 5065523 (https://adviserinfo.sec.gov/individual/summary/5065523)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://greenoceanglobal.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Green Ocean Global 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, Green Ocean Global, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John McNertney based?

John McNertney is based in San Francisco, California.

### What does John specialize in?

John's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. John works with cross-border families.

### What credentials does John McNertney hold?

John McNertney holds the CFP credential.

### Is John McNertney registered with the SEC?

Yes. John McNertney is registered as an investment adviser representative in WA (CRD 5065523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Green Ocean Global manage?

Green Ocean Global reports $114.8M across 147 accounts in assets under management.

### How do I contact John McNertney?

Through John's website, greenoceanglobal.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5065523): 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://www.greenoceanglobal.net/): specialties, clients served, and fees, checked October 30, 2026

---

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