Advisor at BDJ Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BDJ Wealth Management LLC
Location
Plano, TX 75024
Credentials
Series 65
Industry experience
12 years
Beverly Johnson is a financial advisor at BDJ Wealth Management LLC in Plano, TX, holding a Series 65 license with 12 years of industry experience. She has worked at SOFOS Investments, Inc. and is a partner at PJS Services, LLC, where she is involved in business development, tax filing, and tax planning. Additionally, she owns Teach Them 2 Fish, a financial education and consulting business. BDJ Wealth Management LLC serves individual and high-net-worth clients, including business owners, by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes tailored, tax-aware investment strategies with a focus on value and smaller-cap equities, and it maintains co-advisory relationships to accommodate clients’ social or moral investment preferences.
Based on BDJ Wealth Management LLC
Based on BDJ Wealth Management LLC
$1 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%
Insurance product commissions received by Ms. Johnson through independent insurance agency; BDJ Wealth Management LLC does not receive these commissions.
Fee-only: Fixed fees for financial planning only; monthly fees ranging from $75 to $250 depending on type of income/household and engagement length.
4521 Big Sky Drive
Plano, TX 75024
Texas
BDJ Wealth Management LLC
2020 - Present (6 years)
PJS Services, LLC
2015 - Present (11 years)
SOFOS Investments, Inc.
2015 - 2020 (5 years)
SMU Certification Program
2015 - 2017 (2 years)
Paul Quinn College
2014 - 2017 (3 years)
Teach Them 2 Fish
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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