Advisor at Networth Asset Management, 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
Networth Asset Management, Inc.
Location
Lansdale, PA
Credentials
Series 66
Industry experience
19 years
John Shumski is a financial advisor at Networth Asset Management, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Networth Asset Management since 2012, previously affiliated with Intercarolina Financial Services and Transitional Broker LLC. Outside of his advisory role, he serves as president of Wealth Planners Group, a business focused on insurance sales and consulting for debt and estate management, and is a board member of the National Association of Insurance and Financial Advisors state board. Networth Asset Management is a fee-based SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm manages client portfolios on a discretionary basis using model asset-allocation strategies, with ongoing monitoring and tailored advice aligned with client objectives.
Based on Networth Asset Management, Inc.
Based on Networth Asset Management, Inc.
$50,000 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,001+: 1.15%
Transaction-based commissions may be paid to NetWorth when certain investments or securities are purchased. Also, insurance sales commissions are received if insurance products are purchased.
Account minimum: $50,000
Lansdale, PA
Florida · Minnesota · Pennsylvania · Texas
Transitional Broker LLC.
2024 - Present (2 years)
Intercarolina Financial Services, Inc.
2015 - 2024 (9 years)
Networth Asset Management, Inc.
2012 - Present (14 years)
SELF
1999 - Present (27 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:
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.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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
Malvern, PA
Copper Beech Advisors, LLC
Series 66
Collegeville, PA
New Wave Financial LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
Series 65, Series 66
Doylestown, PA
DEL VAL Retirement and Investment Services Inc
Series 63, Series 65
Doylestown, PA
Solebury Asset Management LLC
ChFC®, Series 63
Montgomeryville, PA
Fidelity Federal Planning Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")