John Traver
Traver Financial Consulting Network PA · Lakewood Ranch, Florida
John Traver is a fee-only financial advisor at Traver Financial Consulting Network PA in Lakewood Ranch, Florida, who holds the CFP credential. Traver Financial Consulting Network PA reports charging a percentage of assets on its Form ADV.
Request an introduction to John →
Facts
| Firm | Traver Financial Consulting Network PA |
|---|---|
| Based in | Lakewood Ranch, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $121.7M across 54 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, NY · CRD 1703441 |
| Exams passed | Series 66 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How John's firm compares
- Traver Financial Consulting Network PA's average account is about $2.3 million, from its Form ADV (assets managed divided by 54 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Traver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Traver Financial Consulting Network PA 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, Traver Financial Consulting Network PA, reports charging a percentage of assets on its SEC Form ADV.
Where is John Traver based?
John Traver is based in Lakewood Ranch, Florida.
What credentials does John Traver hold?
John Traver holds the CFP credential.
Is John Traver registered with the SEC?
Yes. John Traver is registered as an investment adviser representative in FL, NJ and NY (CRD 1703441), 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 Traver Financial Consulting Network PA manage?
Traver Financial Consulting Network PA reports $121.7M across 54 accounts in assets under management.
How do I contact John Traver?
Contact details aren't on file yet. Search for Traver Financial Consulting Network PA.
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.
See something wrong? Request a correction. Read our methodology.