John A Munley
CFP®Professional Summary
John A Munley, CFP®, who also goes by John A Munsky, is a registered financial advisor currently at WHEALTH ADVISORS located in Red Bank, New Jersey. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Cashflow & Budgeting
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
Biography
Conflict-free, fee-only fiduciaries since day one. As a firm, wHealth Advisors is founded on THREE core values: Transparent Fees: As true fee-only fiduciaries*, the only payments we receive are flat retainer fees paid to us directly from our clients via quarterly invoices. No hidden or embedded expenses. No kickbacks or commissions. No conflicts of interest. Clients deserve to know their advisor’s ALL-IN costs. *Our Fiduciary Oath, akin to a doctor’s Hippocratic Oath, means that we...
Other Aliases
John A Munsky
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
WHEALTH ADVISORS | WHEALTH ADVISORS, LLC
Contact Information
Main Address
43 W Front St, Ste 16, Red Bank, NJ 07701Phone Number
(732) 852-5089# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
348AUM (Assets Under Management)
$88,310,310Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/18/2019)
(7/29/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John A Munley's CRS (Customer Relationship Summary).
Services Offered by John
- Education Funding
- Cashflow & Budgeting
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
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WELLS FARGO CLEARING SERVICES, LLC
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