Advisor at SimplyRIA Advisor Network
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
SimplyRIA Advisor Network
Location
Brighton, MI 48116
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
32 years
John Lambert is a CFP® and ChFC® with 32 years of industry experience. He has been with Caitlin John, LLC since 2017 and previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his financial advisory work, he has been a ski instructor and coach since 1982, including roles with the Mt. Holly Ski School and local junior ski teams. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs combining active and passive management across a broad range of instruments and also consults on non-traditional and private investments.
Based on SimplyRIA Advisor Network
Based on SimplyRIA Advisor Network
One-time fixed fees for financial planning engagements (amounts negotiable) and one-time fixed consulting fees
$0+: Negotiable up to 3.00% annually for non-wrap investment management services, tiered/blended, tapered/best-tier, or fixed/contracted fee structures possible $0+: Wrap fee up to 2.48% annually for Caitlin John Wrap Fee Program (legacy clients only)
Commission compensation received by licensed IARs for insurance products sold through outside business activities; separate from advisory fees
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure
Ongoing subscription planning fees billed monthly, quarterly, or semi-annually, negotiable based on engagement scope
Account minimum: $250,000 Minimum fee: $300 annual minimum investment management fee per account Fee-only: Financial planning fees typically range from $1,000 to $10,000 but may be more or less depending on scope and complexity; consulting fees negotiable including fixed, tiered, or percentage-based fees (up to 1.50% annually for AUA services); qualified retirement plan advisory fees up to 1.50% annually
1024 E. Grand River Ave, Suite B
Brighton, MI 48116
Michigan
Caitlin John, LLC
2017 - Present (9 years)
The Huntington Investment COmpany
2017 - 2017 (1 year)
LPL Financial
2008 - 2017 (9 years)
Mt. Holly Ski School
1982 - Present (44 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.
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.
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.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 63, Series 65
Brighton, MI
Wealth & Wellness Group, LLC
Series 65, Series 66
Brighton, MI
Fiducial Partners LLC
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.
CFP®, Series 63, Series 66
Brighton, MI
Summit Wealth Strategies Group, LLC
Series 65
Brighton, MI
Castle Wealth Group Investments LLC
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