John Schram
917 Advisory Services · Spokane, Washington
John Schram is a fee-only financial advisor at 917 Advisory Services in Spokane, Washington, who holds the CFP credential. 917 Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | 917 Advisory Services |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $167.5M across 620 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2397137 |
| Exams passed | Series 63 (1993) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.johnschram.com |
| Profile |
How John's firm compares
- 917 Advisory Services's average account is about $270,000, from its Form ADV (assets managed divided by 620 accounts).
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Questions about John
Is John Schram a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and 917 Advisory Services 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, 917 Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Schram based?
John Schram is based in Spokane, Washington.
What credentials does John Schram hold?
John Schram holds the CFP credential.
Is John Schram registered with the SEC?
Yes. John Schram is registered as an investment adviser representative in WA (CRD 2397137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 917 Advisory Services manage?
917 Advisory Services reports $167.5M across 620 accounts in assets under management.
How do I contact John Schram?
Through John's website, www.johnschram.com.
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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