Advisor at Pithom Advisors, Inc.
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
Pithom Advisors, Inc.
Location
Woodbridge, VA 22191
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
5 years
John Morlu II is a CFP® with five years of experience in financial advising and has been with Pithom Advisors, Inc. since 2020. He is also the owner and managing partner of JS Morlu, LLC, a CPA firm he has operated since 2012. Pithom Advisors, Inc. serves individuals, families, and business owners with investment management and comprehensive financial planning, including retirement, estate, tax, insurance, education, and business-owner planning. The firm uses a passive, risk-aware investment approach focused on low-cost funds and ETFs and offers plan-level retirement consulting for employer-sponsored plans.
Based on Pithom Advisors, Inc.
Based on Pithom Advisors, Inc.
Based on Pithom Advisors, Inc.
Fixed fees quoted in advance for certain special projects
Hourly rates for special projects range from $275 to $350 per hour
Monthly subscription fees of $400 to $500, depending on portfolio complexity
Minimum fee: Investment management fees between $1,250 and $1,750 charged quarterly Fee-only: Comprehensive Financial Planning fees range from $1,000 to $3,000; Special project fees may be fixed or hourly at $275 to $350 per hour
2200 Optiz Blvd, Suite 200
Woodbridge, VA 22191
Virginia
Pithom Advisors, Inc.
2020 - Present (6 years)
JS Morlu, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
CFP®, Series 63, Series 65
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G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Series 66
Woodbridge, VA
Jade Financial LLC
Series 63, Series 65
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Investment Initiatives, LLC
CFP®, Series 63, Series 65
Alexandria, VA
Mercantile Advisors, LLC
CFA®, Series 63
Alexandria, VA
Gizaw Capital Management, LLC
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