John Ollquist
Exchange Place Advisors · Canton, Massachusetts
John Ollquist is a fee-only financial advisor at Exchange Place Advisors in Canton, Massachusetts. Exchange Place Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Exchange Place Advisors |
|---|---|
| Based in | Canton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $379.7M across 759 accounts |
| SEC registration | Investment adviser representative in MA · CRD 839716 |
| Exams passed | Series 63 (1984) · Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
How John's firm compares
- Exchange Place Advisors's average account is about $500,000, from its Form ADV (assets managed divided by 759 accounts).
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Questions about John
Is John Ollquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Exchange Place 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's firm, Exchange Place Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Ollquist based?
John Ollquist is based in Canton, Massachusetts.
Is John Ollquist registered with the SEC?
Yes. John Ollquist is registered as an investment adviser representative in MA (CRD 839716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exchange Place Advisors manage?
Exchange Place Advisors reports $379.7M across 759 accounts in assets under management.
How do I contact John Ollquist?
Contact details aren't on file yet. Search for Exchange Place Advisors.
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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