Bloomfield Hills, MI 48304
John Patrick Basford
Financial advisor at Cerity Partners
John Patrick Basford has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Bloomfield Hills, Michigan. After two years at Aspiriant Investment Advisors and eight years at Deloitte Investment Advisors, John joined Cerity Partners in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.
At a glance
Services through Cerity Partners
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCerity Partners LLCCurrent firm
- Oct 2010 – Jun 2012Aspiriant Investment Advisors, LLCPreviously
- 2002 – 2010Deloitte Investment Advisors LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
About John
How do I contact John?
Call Cerity Partners at 212-850-4260 and ask for John Patrick Basford. John works from the Bloomfield Hills, MI office.
How long has John been a financial advisor?
John has been in the industry since 1996, about 31 years. Top 9% by experience at Cerity Partners.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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Bloomfield Hills, MI 48304