ChooseAFinancialAdvisor.com
Advisors / Michigan / Bloomfield Hills
31yrs

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.

Bloomfield Hills, MI 48304Top 9% by experience at Cerity PartnersFiduciary advisor
Call Cerity PartnersDirections

At a glance

Experience31 years (since 1996)
How that compares ?Top 9% by experience at Cerity Partners
Office39533 Woodward Avenue Suite 325, Bloomfield Hills, MI 48304
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state

Services through Cerity Partners

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. Oct 2010 – Jun 2012
    Aspiriant Investment Advisors, LLCPreviously
  3. 2002 – 2010
    Deloitte Investment Advisors LLCPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

Other advisors nearby

Morgan Stanley
47yrs
Lawrence Steven Stillwater
Financial advisor
40705 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
Top advisor by experience in Bloomfield Hills
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
47yrs
Frank Migliazzo
Financial advisor
39577 Woodward Ave Pbig - Troy
Bloomfield Hills, MI 48304
Top 1% by experience in Bloomfield Hills
CFP®Fiduciary
Call Directions
Morgan Stanley
47yrs
Stephen Edward Cooper
Financial advisor
40705 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
Top 1% by experience in Bloomfield Hills
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Dana Michael Locniskar
Financial advisor
39577 Woodward Ave Pbig - Troy
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions
Ameriprise Financial Services
46yrs
Richard Francis Powell
Financial advisor
39533 Woodward Ave Suite 150
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions
Raymond James & Associates
46yrs
Donald James Simpson
Financial advisor
39400 Woodward Ave Suite 150
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions

See all advisors near Bloomfield Hills