John Blamphin
Advisor at Retirement Management Systems
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Retirement Management Systems
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leonardtown, MD 20650
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
John Blamphin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Retirement Management Systems. His prior roles include positions at Independent Financial Group LLC and Scarborough Advisors, LLC, as well as concurrent work with SII Investments, Inc. He is also licensed as an insurance agent through Ash Brokerage. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm employs a risk-based model portfolio approach and serves a large client base through a team of five advisors.
Based on Retirement Management Systems
Based on Retirement Management Systems
Financial Plan preparation fee typically $0 to $2,500, flat fees for consultation services negotiated case-by-case.
$0+: 0.10% to 0.85% annually (asset-based portion of Program Fee) $0+: 0.05% to 0.50% annually for Plan Sponsor Consulting Services
Consultation Services typically $250 - $500 per hour.
Account minimum: $1,500 Minimum fee: Enrollment Fee of $1,000 (currently waived), Program Fee portion flat fee ranges from $100 to $2,500 annually. Fee-only: Fees based on assets under management (0.10% to 0.85% annually), hourly fees $250 - $500 per hour for consultation, flat fees up to $2,500 for financial planning, negotiated fees for seminars ($0 to $10,000).
41615 Park Avenue, Suite 115
Leonardtown, MD 20650
Maryland · Texas
Independent Financial Group LLC
2018 - 2018 (1 year)
Scarborough Advisors, LLC DBA Scarborough Capital Management
2013 - 2018 (5 years)
Retirement Management Systems
2009 - Present (17 years)
SII Investments, Inc.
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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