John Terrion
Terrion Advisors · Sandy, Utah
John Terrion is a fee-only financial advisor at Terrion Advisors in Sandy, Utah, who holds the CFP credential. Terrion Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Terrion Advisors |
|---|---|
| Based in | Sandy, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.0M across 177 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 4054437 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How John's firm compares
- Terrion Advisors's average account is about $181,000, from its Form ADV (assets managed divided by 177 accounts).
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Questions about John
Is John Terrion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Terrion 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, Terrion Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Terrion based?
John Terrion is based in Sandy, Utah.
What credentials does John Terrion hold?
John Terrion holds the CFP credential.
Is John Terrion registered with the SEC?
Yes. John Terrion is registered as an investment adviser representative in TX and UT (CRD 4054437), 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 Terrion Advisors manage?
Terrion Advisors reports $32.0M across 177 accounts in assets under management.
How do I contact John Terrion?
Contact details aren't on file yet. Search for Terrion 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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