John
Buff
Wealthone, LLC
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About this Advisor
John Buff is a financial advisor operating out of Albany, New York with a total of 2 years of industry experience. Buff works at Wealthone, LLC. Throughout their career, they have worked at Ing Financial Partners, Inc, Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC), Voya Financial Advisors and Lpl Financial, LLC. Buff maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana, New York and Texas. Wealthone, LLC is a registered investment business based in Albany, NY. It has a total of 12 people on staff. It has $382 million in total assets among its 1,265 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,265 accounts, 30% are associated with high-net-worth individuals who have at least $1 million in assets. The firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fee types billed by Wealthone, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthone, LLC Brokerage Details
$382,150,015
12
1,265
$302,095
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Buff Work History
John has been registered as a financial advisor for 2 years.*
Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC)
Lpl Financial, LLC
Voya Financial Advisors
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Buff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthone, LLC
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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