Advisor at Associated Financial Partners, 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
Associated Financial Partners, Inc.
Location
Loganville, GA
Credentials
Series 63, Series 65
Industry experience
22 years
John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.
Based on Associated Financial Partners, Inc.
Based on Associated Financial Partners, Inc.
Fixed fees ranging from $1,000 to $5,000 for financial planning, asset allocation, advisory consulting, family office and wealth planning services
$0 - $100,000: 2.00% $100,001 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.50% $10,000,000+: Negotiable
Insurance commissions earned separately by licensed insurance agents affiliated with the firm
$200 per hour for financial planning, asset allocation, advisory consulting, and family office services
Account minimum: $25,000 Fee-only: Hourly fee $200/hour; Fixed fee $1,000 - $5,000 (financial planning, asset allocation, advisory consulting, family office and wealth planning services)
Loganville, GA
Georgia
Associated Financial Partners, Inc.
2015 - Present (11 years)
Hsi Management Inc
1998 - Present (28 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:
Real estate agent
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 65
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CFP®, Series 63, Series 65
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Marathon Financial Strategies
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