St. John & Associates, Inc.
St. John & Associates, Inc. (CRD# 124778) is a financial advisory firm headquartered in Roswell, GA. They manage $64,080,000 in 534 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts534ACCOUNTS
Average Account Value$120,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Richard St. John (CRD# 1913537) is the founder and President of St. John & Associates, Inc. in Roswell, GA and has over 27 years experience in the finance industry.
This firm is a registered and established independent Financial Planning and Investment Management firm and works with clients in a fiduciary relationship on a fee only basis. Our services are customized around the needs of our clients in a long term relationship. Services can include financial planning, retirement planning, cash management, debt financing, insurance, college funding, tax planning, estate planning, investment and portfolio management, and a variey of more specific services.
Services are provided in house through our staff of Certified Financial Planners and other professionals, or through our network of professional affiliations.
In addition, St. John & Associates, Inc. serves as an investment consultant to plan sponsors and employers in the establishment and management of company based 401(k) plans.
Our fee structure is based on the services selected by the client, based on assets under management on a tiered basis. There is an initial retainer fee for clients choosing to have an initial personal financial plan developed, after which the client may select either an engagement for financial service with portfolio management or only portfolio management.
For more information please refer to our website at www.stjohnfinancial.com.
Bryan Totri (CRD# 2166602) is an Investment Advisor Representative working at St. John & Associates, Inc. in Roswell, GA and has over 25 years of experience in the finance industry. Bryan Totri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory St. John (CRD# 4644685) is an Investment Advisor Representative working at St. John & Associates, Inc. in Roswell, GA and has 1 year of experience in the finance industry.