John B. Clair
EVOADVISERS
Richmond, VA 23230
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CRD#: 5523158
Professional summary
John Benjamin Clair, CFP® is a registered financial advisor currently at EVOADVISERS located in Richmond, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 2 firms and has passed the Series 65 exam.
Biography
John is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Magna Cum Laude graduate in Finance from Virginia Tech. He earned his Certificate in Financial Planning from Virginia Commonwealth University and is a NAPFA-Registered Financial Advisor.
John serves as a personal finance expert for local TV news and has been quoted in the Washington Times and Forbes.
John excelled in the study of finance earning the Finance Student of the Year award from Virginia Tech, the Outstanding College Service Award and serving as CEO of the student-run endowment for the Virginia Tech Foundation. John started his career with GE Capital graduating from their Financial Management Program (FMP), a highly acclaimed financial and leadership training program. He gained valuable experience on assignments in locales ranging from Salt Lake City, Utah to Stockholm, Sweden working in many diverse GE businesses.
After many years at GE Financial Assurance in several Financial Planning & Analysis roles, John co-founded Clair Financial Management, a Fee-Only Registered Investment Advisory and Financial Planning firm. In 2016, John co-founded Evolution Advisers – a continuation of the Clair Financial Management legacy. He also serves as Board President of The Hawthorne Cancer Foundation, which provides financial and emotional support to cancer patients, and is an active member of the Rotary Club of James River.
John helps clients articulate and develop a realistic vision and plan for their family’s financial wellness. While investments often play a large role in the process, there are many other unique aspects to each client which blends well with John’s honest and truly personalized model of providing advice.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Tax Planning
Employee and Employer Plan Ben...
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Benjamin Clair'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: 2008
Experience
Current
February 19, 2009 - Present
EVOADVISERS
Office #1: 2917 West Leigh Street, Richmond, VA 23230RIA
CRD#: 149615
Richmond, VA
Past
May 30, 2008 - February 2, 2009
DECKERT FINANCIAL MANAGEMENT INC
RIA
CRD#: 112133
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EVOADVISERS
AVENIR ADVISERS | LEAHY & CLAIR FINANCIAL MANAGEMENT | EVOLUTION ADVISERS, INC. | EVOADVISERS | CLAIR FINANCIAL MANAGEMENT
CRD#: 149615 / SEC#: 801-110783
RIA
Registered Investment Advisory firm - (7/10/2017 Approved)Virginia
Registered Investment Advisory firm - (2/8/2018 Terminated)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
Virginia(2/19/2009)
Current Firm
EVOADVISERS
AVENIR ADVISERS | LEAHY & CLAIR FINANCIAL MANAGEMENT | EVOLUTION ADVISERS, INC. | EVOADVISERS | CLAIR FINANCIAL MANAGEMENT
CRD#: 149615 / SEC#: 801-110783
RIA
Registered Investment Advisory firm - (7/10/2017 Approved)Virginia
Registered Investment Advisory firm - (2/8/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2917 West Leigh Street, Richmond, VA 23230
Mailing Address
Phone number
(804) 794-1981
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,357 |
| AUM (Assets Under Management) | $ 270,996,007 |
Red Flags
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Company Information
EVOADVISERS
CRD#: 149615Richmond, VA 23230TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
