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John Witten

Advisor at Grow With Me

Updated today
Grow With Me logo

Firm

Grow With Me

Location

Sebastopol, CA

Credentials

Series 65

Industry experience

8 years

About

John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.

Client services

Based on Grow With Me

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Grow With Me

College savings (529s, UTMA, etc.) Business sale tax planning Long-term care insurance

Occupation focus

Based on Grow With Me

Founder/Business Owner Retired

Demographic focus

Based on Grow With Me

Mid-Career Professionals

Fee options

Fixed

Project based financial planning fixed fee ranges from $1,500 to $15,000

Percentage

$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%

Project-based

Financial planning hourly rate between $150 and $350 per hour

Other

Fee-only: Financial planning fixed fee range $1,500 to $15,000; hourly fees $150 to $350 per hour

Location

Sebastopol, CA

Most active in

California · Nevada

Work history

Grow With Me

2022 - Present (4 years)

W10 Investment Advisers, LLC

2018 - 2022 (4 years)

Extended Travel

2014 - 2018 (4 years)

Disclosures

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

Business activities & affiliations

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John C

Series 66

Petaluma, CA

Cruse Investments

General retirement planning
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Hardik P

Series 65

Santa Rosa, CA

Trusted Path Wealth Management, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

John J

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management

L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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E. W

Series 63, Series 65, Series 66

Petaluma, CA

Sustainvest Asset Management, LLC

ESG / Sustainable investing Wealth management
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