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John Wesley Sedberry

SUPERIOR PLANNING, LLC·SAN DIEGO, California
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10085 CARROLL CANYON ROAD, SAN DIEGO, CA 92131CRD# 4413002Firm CRD# 130711
01

About

John Wesley Sedberry is a registered financial advisor based in SAN DIEGO, California, affiliated with SUPERIOR PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SUPERIOR PLANNING, LLC
SUPERIOR PLANNING, LLC
AUM
$105M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SUPERIOR PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 4413002
Firm CRD# 130711
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Wesley Sedberry offer?
John Wesley Sedberry specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are John Wesley Sedberry's credentials?
John Wesley Sedberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Wesley Sedberry located?
John Wesley Sedberry is based in SAN DIEGO, California, working with SUPERIOR PLANNING, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does John Wesley Sedberry charge for services?
John Wesley Sedberry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUPERIOR PLANNING, LLC?
SUPERIOR PLANNING, LLC has approximately 11 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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