John E. Estes, CFP^®

Principal and CERTIFIED FINANCIAL PLANNER(TM)

Estes Wealth Strategies

4114 Legato Rd, Suite 500
Fairfax, VA 22033-3342

FINANCIAL ADVISOR'S WEBSITE

www.esteswealthstrategies.com

(703) 537-3655 CONNECT WITH John

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-based, which means we get paid a small annual percentage of the assets we manage for clients. This allows us to deliver our services with uncompromised objectivity and ensures our interests are aligned with yours for long-term growth.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$300,000

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Estes Wealth Strategies

General

John Estes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Estes Wealth Strategies in Fairfax, VA and the surrounding communities.

Financial Advisor Overview

Estes Wealth Strategies was founded by financial advisor and CERTIFIED FINANCIAL PLANNER™ John Estes in 1998. Our advisors provide high-quality, customized asset management and financial planning services for individuals and families. We also manage institutional assets and implement employee retirement plans for businesses and nonprofits. Securities are provided through Raymond James Financial Services, Inc., Member FINRA/SIPC.

We are based in Fairfax, Virginia but serve clients throughout the greater D.C. metropolitan area, nationwide, and overseas.

Financial Advisor Experience

John Estes, principal and owner of Estes Wealth Strategies, has worked in the financial services industry for more than two decades, providing high-quality, customized financial planning and wealth management services to individuals and institutions in the greater D.C. Metropolitan area and nationally.

John left his investment management position at a nationally known brokerage firm to found Estes Wealth Strategies in 1998. Starting his own business was a means of fulfilling his passion for helping families and businesses pursue their financial goals through a combination of comprehensive financial planning services and investment management expertise. He is affiliated with Raymond James Financial Services based on the firm’s sterling reputation within the financial services industry for quality, integrity and service.

John is a CERTIFIED FINANCIAL PLANNER ™ professional and is a licensed life insurance and variable annuity agent. He received a BA in Economics from University of Maryland, College Park. He is active in the National Capital Area Chapter of the Financial Planning Association (FPA).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MD,VA,DC
Health/disability insurance: MD,VA,DC
Fixed annuities: MD,VA,DC
Variable annuities: MD,VA,DC

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Estes Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care