John McNertney
Green Ocean Global · San Francisco, California
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.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Green Ocean Global |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $114.8M across 147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5065523 |
| Exams passed | Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | greenoceanglobal.net |
| Profile |
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Questions about John
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.
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
- Green Ocean Global website : specialties, clients served, and fees, checked October 30, 2026
- 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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