John Bussel
Miami, Florida, 33131
My Location
Background Information
Years of Financial Experience
- 18
Education
- Duke University (BA)
Certifications and Designations
- CFA Level 1
Association Memberships
- CFA Institute
- CFA Miami
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Bi-Monthly)
- Newsletter (Bi-Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 2838167
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hewins Financial Advisors
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Charitable, Long Term Care
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.hewinsfinancial.com
