John A. Munley
WHEALTH ADVISORS
Red Bank, NJ 07701
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CRD#: 4995765
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 .
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 act in your best interest even when doing so is contrary to ours.
Comprehensive Planning: Our guidance relies on having a deep understanding of YOUR big picture. Life is not linear and financial plans are not static – we recalibrate your financial life to be aligned to your overarching life goals. Whether it’s proactively managing your cash flow and investments, planning and preparing your annual taxes, analyzing your various personal and professional insurances, or ensuring your estate documents reflect your intentions – we make sure ALL areas of your financial life receive the proper attention.
To Be a Force For Good: wHealth Advisors’ top priority is to provide the highest quality, objective financial planning to our clients – no exception. Additionally, we recognize that society’s most challenging problems cannot be solved by government and nonprofits alone. By harnessing the power of business, we use our technical skills, resources, and profits as a means to a greater end via community volunteerism, pro-bono services, and donating a % of our gross revenues to qualified 501(c)3 charitable organizations.
Question & Answer
What are your service offerings?
Education Planning
Budgeting
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Fixed Fee (Subscription, Retai...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
John A Munsky
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.
June 2020 to present, College Funding Services Mr. Munley serves as a Regional Director for College Aid Pro, a company that assists individuals with identifying college funding needs and provides help with the financial aid process. Mr. Munley serves in this capacity approximately 15 hours a week during normal working hours.
CRS (Client Relationship Summary) - RIA
Click below to view John A Munley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
July 18, 2019 - Present
WHEALTH ADVISORS
Office #1: 43 W Front St, Ste 16, Red Bank, NJ 07701RIA
CRD#: 304669
Red Bank, NJ
Past
September 27, 2018 - May 17, 2019
BLUE BLAZE FINANCIAL ADVISORS, LLC
RIA
CRD#: 171269
HOLMDEL, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/18/2019)
IAR
New York(7/29/2021)
Exams
Current Firm
WHEALTH ADVISORS
WHEALTH ADVISORS | WHEALTH ADVISORS, LLC
CRD#: 304669 / SEC#:
New Jersey
Registered Investment Advisory firm - (7/18/2019 Approved)New York
Registered Investment Advisory firm - (8/6/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
43 W Front St, Ste 16, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 852-5089
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 271 |
| AUM (Assets Under Management) | $ 66,139,187 |
Red Flags
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