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John V

Series 63, Series 65

Mount Pleasant, SC

Fidelis Wealth Advisors

John Vansant is a financial advisor at Fidelis Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cascade Financial Management, Apollon Wealth Management, and LPL Financial, among others. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement-plan consulting, and estate-planning facilitation. The firm’s investment approach emphasizes tailored asset allocation using modern portfolio theory and a variety of analytical tools, implementing strategies across multiple account types and utilizing third-party platforms and sub-advisors.

Retirement income strategy Social Security optimization General retirement planning Charitable giving & philanthropy Debt management Founder/Business Owner Retired Executive
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