John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF® - Financial Advisors in Seattle, Washington

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

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103
(206) 2289671

Wealth is the Ability to Fully Experience Life. ~ Thoreau

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

CRD#

2800392

Firm CRD#

298366

Insurance License#

123454

Name of Custodial Firm

TD Ameritrade and Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

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

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

Qualifications & Membership

Securities Licenses

Series 65

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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

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.)

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