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Advisors / South Carolina / Mount Pleasant
3yrs

John Giannattasio

Financial advisor at Creative Planning

John Giannattasio has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Mount Pleasant, South Carolina. After two years at Sanctuary Advisors and less than a year at Snowden Capital Advisors, John joined Creative Planning in 2026, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.

One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.

Mount Pleasant, SCCFP®Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeMount Pleasant, SC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state

Services through Creative Planning

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Sep 2026 – now
    Creative PlanningCurrent firm
  2. Sep 2024 – Sep 2026
  3. May 2024 – Oct 2024

Questions to ask John

Tailored to John’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Creative Planning at (866) 909-5148 and ask for John Giannattasio. John works from the Mount Pleasant, SC office.

How long has John been a financial advisor?

John has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does John hold?

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?

Creative Planning 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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