John Patrick Donovan
Advisor at AdvisorPlanner, LLC — St. Petersburg, FL
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.
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.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
39 years
Location
St. Petersburg, FL
AdvisorPlanner, LLC
Independent
Total advisors
1Clients per advisor
6 LowAvg AUM per client
$669,742 TypicalHNW client ratio
0% LowJohn Donovan is a CFP® with 39 years of experience in the financial advisory industry. He has been the principal advisor at AdvisorPlanner, LLC since 2016. Outside of his advisory work, he offers automobile rental services through an organized platform from his home office. AdvisorPlanner, LLC is a fee-only independent registered investment adviser serving individual clients and employer-sponsored retirement plans. The firm uses a variety of analysis techniques to construct portfolios that include equities, mutual funds, ETFs, and fixed-income instruments, and it emphasizes both value-oriented and income-focused strategies with periodic tactical adjustments.
Based on AdvisorPlanner, LLC
Based on AdvisorPlanner, LLC
$0 - $499,999: 1.85% $500,000 - $999,999: 1.40% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $4,999,999: 1.00% $5,000,000+: Negotiable
Financial planning up to $500 per hour; general consulting up to $250 per hour.
Account minimum: No minimum account size required; however, there is a minimum annual fee applicable for accounts valued at $48,750 or less. Minimum fee: Minimum annual fee of $900 ($225 billed quarterly) for accounts with portfolio values of $48,750 or less, which may be waived or reduced under certain circumstances. Fee-only: Financial planning fees at negotiable hourly rates up to $500 per hour; general consulting fees up to $250 per hour.
St. Petersburg, FL
St. Petersburg FL
Advisors at this office
1
Florida
39 years of industry experience
AdvisorPlanner, LLC
2016 - Present • 10 years
St. Petersburg, FL
Jeffrey Matthews Advisory Group LLC
2015 - 2015 • 1 year
Safety Harbor, FL
Charles Schwab
2011 - 2014 • 3 years
SouthTrust Securities, LLC
2003 - 2004 • 1 year
St Petersburg, FL
Donovan, John Patrick
2001 - 2006 • 5 years
St. Petersburg, FL
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Is not active or affiliated with:
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.
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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