Megan John Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients, including individualized portfolio management, written financial plans, and optional, standalone tax-preparation services. It operates on a fee-only basis and also offers educational seminars and speaking engagements for groups on personal finance topics.
The firm’s investment work is built around individualized investment policies and asset‑allocation targets, guided by modern portfolio theory and a blend of passive and active strategies; it can manage accounts on a discretionary basis when clients grant authority. It may engage or recommend third‑party managers for certain allocations, and will construct portfolios that incorporate tax considerations and, when requested, socially responsible investment screens.
What differentiates the firm compared with many peers is the combination of marketed services: regular financial planning offered both on an ongoing and project basis, fixed standalone fees for planning and related services, group educational seminars, and direct portfolio management for individuals — features that are statistically uncommon for firms of this profile. The firm’s principal is a CFP® certificant who maintains an unrelated outside creative business, and the adviser does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $350 to $9,000; Tax Preparation fixed fees range from $250 to $2,500; Educational Seminars fees range from $0 to $5,000.
$0 - $1,000,000: 1.00% $1,000,001+: 0.70%
Ongoing Financial Planning fees paid quarterly in advance, ranging from $200 to $1,500, negotiable.
Fee-only: Investment management fees are fee-only based on AUM; no commissions or sales-based fees.
Main office
Flushing NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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