UBS Financial Services
47yrs
Top advisor by experience in Plano
13yrs
John Sutterfield
Full name on record: John Thomas Sutterfield
Financial advisor at Focus Partners Wealth
Based in Plano, Texas, John Sutterfield is a fiduciary financial advisor with 13 years of industry experience. John joined Focus Partners Wealth in 2025, after eight years at Fisher Investments and three years at Strategic Advisers. Focus Partners Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 71% of advisors in Plano
Office5810 Tennyson Parkway Suite 260, Plano, TX 75024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- Sep 2025 – nowFocus Partners Wealth, LLCCurrent firm
- 2018 – 2025Fisher InvestmentsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- Apr 2014 – Jan 2015U.S. Bancorp Investments, Inc.Previously
Contact John
(314) 725-0455Firm headquarters in St. Louis, MO. Ask for John. 5810 Tennyson Parkway Suite 260Plano, TX 75024Office · Get directions Firm websitefocuspartners.com
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Questions to ask John
Tailored to John’s registration and firm.
- 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?
- 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 Focus Partners Wealth at (314) 725-0455 and ask for John Sutterfield. John works from the Plano, TX office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 13 years. More experience than 71% of advisors in Plano.
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?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other 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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