Advisor at Sovereign Financial Group, Inc.
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Firm
Sovereign Financial Group, Inc.
Location
Wilmington, DE
Credentials
ChFC®, Series 66
Industry experience
28 years
John Buoni is a financial advisor at Sovereign Financial Group, Inc. in Wilmington, Delaware, holding the ChFC® designation and Series 66 license with 28 years of industry experience. He previously worked at Janney Montgomery Scott LLC for 17 years before joining Sovereign Financial Group in 2023. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm employs a long-term investment approach using diversified mutual funds and ETFs, complemented by tactical reallocations and independent managers, and operates the Align Alternative Access Fund for alternative strategies.
Based on Sovereign Financial Group, Inc.
Based on Sovereign Financial Group, Inc.
Financial planning fixed fees range from $1,500 to $10,000; ongoing planning fees $500 to $2,500 quarterly
Up to 3.00% annually, negotiable based on services, asset level and relationship
Certain Advisory Persons receive commissions as Registered Representatives and for insurance sales, separate from advisory fees
Financial planning hourly fees range from $200 to $450 per hour
Minimum fee: Minimum fee of $1,125 per quarter, which can be waived at Advisor's discretion Fee-only: Financial planning services offered with hourly fees $200-$450/hour, fixed fees $1,500-$10,000, ongoing fees $500-$2,500 quarterly, negotiable
Wilmington, DE
Delaware
Sovereign Financial Group, Inc.
2023 - Present (3 years)
Janney Montgomery Scott
2006 - 2023 (17 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.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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