Advisor at Focus Advisory, Ltd.
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
Focus Advisory, Ltd.
Location
Gainesville, GA
Credentials
CFP®, PFS™, Series 63
Industry experience
22 years
John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
Account minimum: $1,000,000 (may be waived at Advisor's discretion) Fee-only: Fees based on assets under management; no commissions received.
Gainesville, GA
Georgia
Focus Advisory, Ltd.
2025 - Present (1 year)
Mercer Global Advisors Inc.
2022 - 2025 (3 years)
Resource Planning Group, Ltd.
2003 - 2023 (20 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
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