Advisor at Fiduciary Wealth Group, LLC
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Firm
Fiduciary Wealth Group, LLC
Location
Centerville, OH 45459
Credentials
CFP®
Industry experience
23 years
John Girvin is a CFP® professional with 23 years of experience in the financial industry. He has worked at Fiduciary Wealth Group, LLC since 2019 and previously spent eight years at Artifex Financial Group. He has also been affiliated with the University of Phoenix since 2003. Fiduciary Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a strategic asset-allocation approach with a core-and-satellite structure and offers investment-related educational seminars and participant enrollment meetings for retirement plans.
Based on Fiduciary Wealth Group, LLC
Based on Fiduciary Wealth Group, LLC
Fixed fee for financial planning up to $12,500; fixed fee for tax preparation up to $3,500
$0 - $499,999: Annual maximum fee $4,000 $500,000 - $749,999: Annual maximum fee $6,000 $750,000 - $999,999: Annual maximum fee $8,000 $1,000,000 - $1,499,999: Annual maximum fee $10,000 $1,500,000 - $1,999,999: Annual maximum fee $14,000 $2,000,000 - $2,499,999: Annual maximum fee $18,000 $2,500,000 - $2,999,999: Annual maximum fee $22,000 $3,000,000 - $4,000,000: Annual maximum fee $26,000 $4,000,000+: Annual maximum fee $30,000
Maximum hourly rate of $350 for consulting services, negotiable
Minimum fee: Annual maximum fees per tier ranging from $4,000 to $30,000 Fee-only: Financial planning fixed fee up to $12,500; hourly consulting fee up to $350 per hour; tax preparation fee up to $3,500; retirement plan consulting fee up to 1.25% of plan assets annually or negotiable fixed fee
6784 Loop Road Suite# 208
Centerville, OH 45459
Ohio
Fiduciary Wealth Group, LLC
2019 - Present (7 years)
Artifex Financial Group
2011 - 2019 (8 years)
University of phoenix
2003 - Present (23 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.
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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