Advisor at Swift Creek Wealth Management
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Firm
Swift Creek Wealth Management
Location
Moseley, VA
Credentials
CFP®, Series 66
Industry experience
12 years
John Hopkins is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Swift Creek Wealth Management since 2019 and previously spent seven years at Summit Financial Planning. Swift Creek Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth households, as well as occasionally advising other advisers. The firm employs tailored investment strategies using mutual funds and exchange-traded funds, with accounts typically managed on a discretionary basis and reviewed regularly.
$3,000 - $5,000 (negotiable)
$500,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.50% $3,000,000+: 0.25%
$225/hour (negotiable)
Account minimum: $500,000
Moseley, VA
Virginia
Swift Creek Wealth Management Llc
2019 - Present (7 years)
Summit Financial Planning
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
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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.
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
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Noble Hill Planning LLC
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