Firm
St. John & Associates, Inc.
Roswell, Georgia
Fee-only
St. John & Associates, Inc. at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 142 individual clients, 43 of them high net worth.
- Its average account is about $193,000 (assets it manages divided by its 666 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Roswell, Georgia |
|---|---|
| Website | stjohnfinancial.com |
| [email protected] | |
| Phone | (770) 642-7631 |
St. John & Associates, Inc. fees
St. John & Associates, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $128 million |
| Individual clients | 99 |
| High-net-worth clients | 43 |
| Accounts managed | 666 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-121426) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 124778 |