Advisor at High Point 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
High Point Wealth Management, LLC
Location
Chester, NJ 07930
Credentials
Series 63, Series 65
Industry experience
23 years
John Stuart is a financial advisor at High Point Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and investment advisory services. The firm employs an investment approach based on fundamental and cyclical analysis combined with an asset-allocation framework that includes mutual funds, ETFs, individual stocks, and bonds.
Based on High Point Wealth Management, LLC
Up to $2,500 fixed fee for financial planning/consulting services if unbundled
0.25% to 1.00% annually depending on market value and type of investment management
$200 to $250 per hour for financial planning/consulting services
Fee-only: Financial planning fees up to $2,500 fixed fee or $200 to $250 hourly rate if unbundled from investment management
31 Fairmount Avenue, Suite 105
Chester, NJ 07930
New Jersey
High Point Wealth Management, LLC
2023 - Present (3 years)
D.A. Davidson
2022 - 2023 (1 year)
UnEmployed
2022 - 2022 (1 year)
KeyBanc Capital Markets
2017 - 2022 (5 years)
Unemployed
2017 - 2017 (1 year)
CLSA Americas, LLC
2013 - 2017 (4 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.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 63, Series 65
Randolph, NJ
Calrivan Wealth Management
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Series 66
Whippany, NJ
LBK Financial LLC
Series 63, Series 65
Denville, NJ
Chambers Capital, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")