# John Wanvig

> John Wanvig is a fee-only financial advisor at White Lighthouse Investment Management in Bedford, Massachusetts, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. White Lighthouse Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-wanvig/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** White Lighthouse Investment Management
- **Based in:** Bedford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $918.6M across 1,311 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing
- **Works with:** Cross-border families
- **CRD:** 1339273 (https://adviserinfo.sec.gov/individual/summary/1339273)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.whitelighthouse.com

## Frequently asked questions

### Is John Wanvig a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and White Lighthouse Investment Management 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, White Lighthouse Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Wanvig based?

John Wanvig is based in Bedford, Massachusetts.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing. John works with cross-border families.

### What credentials does John Wanvig hold?

John Wanvig holds the CFP credential.

### Is John Wanvig registered with the SEC?

Yes. John Wanvig is registered as an investment adviser representative in MA (CRD 1339273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White Lighthouse Investment Management manage?

White Lighthouse Investment Management reports $918.6M across 1,311 accounts in assets under management.

### How do I contact John Wanvig?

Through John's website, www.whitelighthouse.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1339273): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://white-lighthouse.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.