BCF LAW Group
29yrs
Top advisor by experience in South Boston
5yrs
John Donius
Financial advisor at Appletree Financial Services
At a glance
Experience5 years (since 2022)
How that compares ?More experience than 52% of advisors in South Boston
OfficeSouth Boston, MA
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Appletree Financial Services
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Aug 2026 – nowAppletree Financial Services LLCCurrent firm
- Mar 2025 – Apr 2026Strategic Advisers LLCPreviously
- Jun 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask John
Tailored to John’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Appletree Financial Services at (603) 845-1276 and ask for John Donius. John works from the South Boston, MA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 5 years. More experience than 52% of advisors in South Boston.
What licenses does John hold?
Series 63, Series 66. 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?
Appletree Financial Services 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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