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John Hopkins

Advisor at Swift Creek Wealth Management

Updated today

Location

Moseley, VA

Credentials

CFP®, Series 66

Industry experience

13 years

About

John Hopkins is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Swift Creek Wealth Management since 2019 and previously spent seven years at Summit Financial Planning. Swift Creek Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth households, as well as occasionally advising other advisers. The firm employs tailored investment strategies using mutual funds and exchange-traded funds, with accounts typically managed on a discretionary basis and reviewed regularly.

Client services

Based on Swift Creek Wealth Management

Financial planning Portfolio management

Expertise

Based on Swift Creek Wealth Management

Wealth management

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Fee options

Fixed

$3,000 - $5,000 (negotiable)

Percentage

$500,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.50% $3,000,000+: 0.25%

Project-based

$225/hour (negotiable)

Other

Account minimum: $500,000

Location

Moseley, VA

Most active in

Virginia

Work history

Swift Creek Wealth Management Llc

2019 - Present (7 years)

Summit Financial Planning

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting
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Options & derivatives strategies Tax-loss harvesting
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Active portfolio management
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Active portfolio management Options & derivatives strategies
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