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John Delafield

Advisor at Beacon Pointe Advisors, LLC

Updated today
Beacon Pointe Advisors, LLC logo

Firm

Beacon Pointe Advisors, LLC

Location

Seattle, WA 98105

Credentials

Series 65

Industry experience

1 year

About

John Delafield is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Colorado College and Lakeside schools. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and proprietary investment vehicles to implement client strategies.

Client services

Based on Beacon Pointe Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Consulting services

Expertise

Based on Beacon Pointe Advisors, LLC

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting

Fee options

Fixed

Fixed fees for financial planning and educational seminars, negotiable based on complexity

Percentage

$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund

Project-based

Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services

Performance-based

Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged

Subscriptions

Annual retainer fees for consulting services, tiered based on assets under supervision

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated

Location

5001 25th Ave Ne, Suite 201 E

Seattle, WA 98105

Most active in

Washington

Work history

Beacon Pointe Advisors

2024 - Present (2 years)

Colorado College

2023 - 2024 (1 year)

Beacon Pointe Advisors

2023 - 2023 (1 year)

Colorado College

2020 - 2023 (3 years)

Lakeside High School

2016 - 2020 (4 years)

Lakeside Middle School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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Shai W

Series 65

Suquamish, WA

Shai Weinbaum Investment Management

Active portfolio management
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