Advisor at Scipio Financial LLC
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Firm
Scipio Financial LLC
Location
Summerville, SC 29486
Credentials
Series 66
Industry experience
5 years
John Weishar is a financial advisor at Scipio Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Kovack Securities, Kovack Advisors, Primerica Advisors, and Edward Jones. Outside of advising, he is a senior account executive at TradePending, a software-as-a-service company. Scipio Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm utilizes customized portfolio construction focused on exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation supplemented by shorter-term trading as needed.
Based on Scipio Financial LLC
Based on Scipio Financial LLC
Fixed fees negotiated per engagement based on expected hours
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiable
$250 per hour
Fee-only: Hourly fees at $250 per hour; fixed fees negotiated based on expected hours
700 Nexton Square Drive, Box 2
Summerville, SC 29486
South Carolina
Scipio Financial LLC
2025 - Present (1 year)
Kovack Securities, Inc.
2024 - 2025 (1 year)
Kovack Advisors, Inc.
2024 - 2025 (1 year)
TradePending
2022 - Present (4 years)
Primerica Advisors
2020 - 2023 (3 years)
Edward Jones
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Fastenal Company
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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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