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John Mc Fie

Advisor at Wealth Team LLC

Updated today
Wealth Team LLC logo

Firm

Wealth Team LLC

Location

Franklin, IN

Credentials

Series 65

Industry experience

4 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Annual fixed fee for ongoing financial planning ranges from $750 to $10,000, paid monthly in arrears.

Percentage

Up to 1.00% annually (negotiable)

Commissions

Investment Advisor Representatives receive commissions from sales of investment related products such as insurance.

Project-based

$200 per hour for initial or one-time financial planning.

Work history

Wealth Team LLC

2021 - Present (5 years)

Sky Ways LLC

2015 - 2022 (7 years)

Star Solutions LLC

2015 - Present (11 years)

McFie Insurance LLC

2014 - Present (12 years)

Wealth Solutions, LLC

2014 - Present (12 years)

T&M Mentoring, LLC

2014 - 2022 (8 years)

Thousand Hills International

2010 - 2024 (14 years)

Disclosures

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

Business activities & affiliations

Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner

David E

Series 66

Trafalgar, IN

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

James R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Tyler M

Series 66

Greenwood, IN

Merrill

Tyler Merkel serves as a Resident Director and Wealth Management Advisor at Merrill. Since joining the firm in 2015, he has developed a relationship-driven approach to wealth management, focusing on customized, long-term strategies tailored to clients' specific needs. As a qualified Portfolio Manager, Tyler is authorized to manage client portfolios on a discretionary basis, utilizing a blend of individual stocks and bonds, model portfolios, and selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from Ball State University with distinction and competed on the men's golf program for four years. He is affiliated with the Ball State University Alumni Association. Outside of his professional role, Tyler supports his church and maintains close ties with Ball State University and its men’s golf program. He resides just south of Indianapolis with his wife, Tara, and their three children. His personal interests include golf, basketball, running, fishing, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies

Adam W

Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Curtis M

ChFC®, Series 63, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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