Advisor at Aprio Wealth Management, LLC
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.
Firm
Aprio Wealth Management, LLC
Location
Littleton, CO
Credentials
CFP®, Series 66
Industry experience
12 years
John Bohan is a CFP® professional with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior experience includes roles at Prism Financial Group, Investment Trust Company, LPL Financial LLC, Citywide Banks, and RMB West, LLC. Outside of his advisory work, he owns Finbits Media LLC, a financial education blog where he writes about the economy and has authored a book titled "NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money." Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs that incorporate various strategies and ongoing client reviews.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
Littleton, CO
Colorado
Aprio Advisory Group
2025 - Present (1 year)
Aprio Risk Management, LLC
2025 - Present (1 year)
Aprio Wealth Management, LLC
2025 - Present (1 year)
Prism Financial Group, L.L.C.
2023 - Present (3 years)
Investment Trust Company
2020 - 2023 (3 years)
LPL Financial
2019 - 2020 (1 year)
Citywide Banks (Heartland Financial)
2016 - 2020 (4 years)
RMB West, LLC
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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