Supreme Alliance
47yrs
Top advisor by experience in Charlotte
31yrs
John Frith
Full name on record: John Patrick Frith
Financial advisor at Wells Fargo Investment Institute
Based in Charlotte, North Carolina, John Frith is a fiduciary financial advisor with 31 years of industry experience. John has been with Wells Fargo Investment Institute since 2021. John holds the CFA designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 8% by experience in Charlotte
Office550 S Tryon St 40th Floor, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.11 million
Advisors at the firm51
States licensed ?1 state
Services through Wells Fargo Investment Institute
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWells Fargo Investment Institute, Inc.Current firm
Contact John
Local office(704) 715-4700Ask for John. (314) 354-5814Main office 550 S Tryon St 40th FloorCharlotte, NC 28202Office · Get directions
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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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (704) 715-4700 or the Wells Fargo Investment Institute main office at (314) 354-5814, and ask for John Frith.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 8% by experience in Charlotte.
What licenses does John hold?
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?
Wells Fargo Investment Institute reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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