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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
42 years
Location
Ashland, WI 54806
NEwEdge Advisors
Enterprise
John Fiorio is a CFP® professional with over 41 years of experience in the financial services industry. He currently serves as an advisor at NewEdge Advisors and has held prior roles at GWM Advisors, LLC (DBA: Fiorio Wealth Advisors), LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors serves a diverse client base that includes individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.
Based on NEwEdge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Ashland, WI
317 West Main Street
Ashland WI 54806
Advisors at this office
5
Wisconsin
42 years of industry experience
GWM Advisors, LLC (DBA: Fiorio Wealth Advisors)
2018 - Present • 8 years
Ashland, WI
LPL Financial, LLC
2017 - Present • 9 years
Ashland, WI
Investment Centers of America, Inc.
1990 - 2017 • 27 years
Ashland, WI
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63
Ashland, WI
IHT Wealth Management LLC
Theodore Jones is a CFP® credentialed financial advisor with 40 years of industry experience. He is affiliated with IHT Wealth Management LLC and has held roles at Fieldstone Forty LLC, United Planners' Financial Services, and Ringenberg Financial Group. Outside of his advisory work, he is involved as a shareholder in the Chequamegon Bay Golf Club and is a member of Delta Diner LLC. IHT Wealth Management serves individual, corporate, and institutional clients with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach incorporates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.
Series 65, Series 63
Ashland, WI
NEwEdge Advisors
Reid Fiorio is a financial advisor at NewEdge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience with firms including LPL Financial, Principal Securities, and GWM Advisors. Fiorio provides investment advisory services through NewEdge Advisors, an independent investment advisor firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies with a focus on centralized due diligence and technology integration.
Series 63, Series 65
Ashland, WI
NEwEdge Advisors
Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and periodic portfolio reviews, managing transaction costs and potential conflicts through oversight and disclosure.
Series 63, Series 66
Ashland, WI
Farther
David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.
CFP®, Series 63, Series 65
Ashland, WI
NEwEdge Advisors
Dane Gleeson is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at NewEdge Advisors since 2018 and has prior experience with LPL Financial and Investment Centers of America. Gleeson provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing various analytic approaches and regular portfolio reviews.
CFP®, Series 63, Series 65
Ashland, WI
NEwEdge Advisors
Eric Neumann is a CFP® professional with 33 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has worked with GWM Advisors, LLC dba Fiorio Wealth Advisors since 2018 and has prior experience at LPL Financial and Investment Centers Of America, Inc. Since 1987, he has been co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.
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