ChooseAFinancialAdvisor.com
Advisors / South Carolina / Lancaster
22yrs

John Hess

Financial advisor at Cetera Investment Advisers

John Hess has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Lancaster, South Carolina. After 19 years at Avantax Advisory Services, John joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 27 advisors with offices in Lancaster, and one of 26 fiduciaries.

Lancaster, SCTop 15% by experience in LancasterFiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?Top 15% by experience in Lancaster
OfficeLancaster, SC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment 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. Sep 2025 – now
  2. 2006 – 2025
    Avantax Advisory ServicesPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

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 Cetera Investment Advisers at 310-257-7880 and ask for John Hess. John works from the Lancaster, SC office.

How long has John been a financial advisor?

John has been in the industry since 2004, about 22 years. Top 15% by experience in Lancaster.

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?

Cetera Investment Advisers 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.

Other advisors nearby

Cetera Investment Advisers
32yrs
Garry Milbrod
Financial advisor
Lancaster, SC
Top advisor by experience in Lancaster
ChFC
Call Directions
LPL Financial
32yrs
Carl Tolson
Financial advisor
607 North Main St
Lancaster, SC 29334
Top 7% by experience in Lancaster
Fiduciary
Call Directions
Edward Jones
19yrs
Robert Legg
Financial advisor
905 North Main Street
Lancaster, SC 29720
Top 19% by experience in Lancaster
CFP®Fiduciary
Call Directions
Mutual of Omaha Investor Services
18yrs
George McDow
Financial advisor
115 West Arch Street Suite 101
Lancaster, SC 29720
Top 22% by experience in Lancaster
CFP®Fiduciary
Call Directions
Edward Jones
17yrs
David Hamrick
Financial advisor
901 W Meeting St Suite 105
Lancaster, SC 29720
More experience than 74% of advisors in Lancaster
FiduciaryPlanningInvesting
Call Directions

See all advisors near Lancaster