Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
31yrs
Based in Bonita Springs, Florida, John Webster is a fiduciary financial advisor with 31 years of industry experience. John has been with Portfolio Medics since 2025. Portfolio Medics offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 14% by experience at Portfolio Medics
Office27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
FirmPortfolio Medics
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$266,459
Advisors at the firm84
States licensed ?1 state
Services through Portfolio Medics
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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
- Jan 2025 – nowPortfolio Medics, LLCCurrent firm
Contact John
(239) 444-1766Portfolio Medics main office 27499 Riverview Center Blvd Suite 406Bonita Springs, FL 34134Office · Get directions YouTube channelPortfolio Medics
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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?
- 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?
- 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 Portfolio Medics at (239) 444-1766 and ask for John Webster. John works from the Bonita Springs, FL office.
How long has John been a financial advisor?
John has been in the industry since 1996, about 31 years. Top 14% by experience at Portfolio Medics.
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?
Portfolio Medics reports being paid by a percentage of the assets they manage, hourly fees, 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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