wiseradvisor

John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®
Aspire Capital Advisors LLC

Tel: (206) 228-9671
1815 N 45th St
Suite 105
Seattle, WA 98103

Wealth is the Ability to Fully Experience Life. ~ Thoreau

Aspire Capital Advisors LLC | Financial Advisor in Seattle ,WA

About Aspire Capital Advisors LLC

At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.


General Information

Firm Start Year:   2018
No.of Employees:   2-4
Insurance License#:   123454
Name of Custodial Firm:   TD Ameritrade and Charles Schwab
Number of Years with Current Firm:   2
I work with the following types of clients:   401(k) and 403(b) Plans, Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:   Spanish


Services

Investment Types:   Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, Via phone, Via email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Disability


Firm Information

Firm's Number of Clients:   180
Firm's Number of Planning Clients:   180
Firm's Number of Managed Clients:   180
Assets Managed by Firm:   $130,000,000
Advisor's Number of Clients:   180
Advisor's Number of Managed Clients:   180
Advisor's Number of Planning Clients:   180
Assets Managed by Advisor:   $135,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets
Fee % Based on Assets:   .5% to 1%
Additional Details on Charges:   Asset based fees are on a sliding scale of assets under management. (Not based on a client's net worth) Ranging from .5% to 1% Fee-Only plans are based on a flat quote for the plan. (We estimate time needed, and then provide a flat quote so client will not have to worry about each hour we spend working on the plan together.)


John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services. John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal. John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland. John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989. John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three young children, and creating a future with his wife, Shannon.

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 6:00 PM

Communities Served

We are licensed to do business in all 50 states so location is not an issue. Meetings will sometimes need to be done over phone or via virtual meeting if an in-person meeting is not possible at the time. Our home office is based in Seattle WA but we travel often to other states.