John Sanders
Portus Wealth Advisors · Charlotte, North Carolina
John Sanders is a fee-only financial advisor at Portus Wealth Advisors in Charlotte, North Carolina, who holds the CFP and MBA credentials. John focuses on founders (pre-exit), retirement planning and family wealth transfer. Portus Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Portus Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $204.1M across 528 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NC · CRD 6788688 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | portusadvisors.com |
| Profile |
How John's firm compares
- Portus Wealth Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 528 accounts).
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Questions about John
Is John Sanders a fee-only financial advisor?
Yes. John Sanders is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Portus Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is John Sanders based?
John Sanders is based in Charlotte, North Carolina.
What does John specialize in?
John's specialties include founders (pre-exit), retirement planning and family wealth transfer. John works with founders and multi-generational families.
What credentials does John Sanders hold?
John Sanders holds the CFP and MBA credentials.
Is John Sanders registered with the SEC?
Yes. John Sanders is registered as an investment adviser representative in NC (CRD 6788688), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Portus Wealth Advisors manage?
Portus Wealth Advisors reports $204.1M across 528 accounts in assets under management.
How do I contact John Sanders?
Through John's website, portusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Portus Wealth 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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