John Christopher Moynihan
Investment adviser representative at Accretive Wealth Partners, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$504.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Accretive Wealth Partners, LLCApr 2026 to now
- Accretive Wealth Advisors LLCMar 2026 to now
- Waterstone Wealth Advisors, LLCApr 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Accretive Wealth Partners, LLC
$504.5MAssets managed
204Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2533085
- Firm CRD
- 299544