Advisor at FamilyRoot Wealth Advisors, 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
FamilyRoot Wealth Advisors, LLC
Location
Newnan, GA
Credentials
Series 63, Series 66
Industry experience
12 years
Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a disciplined investment approach based on Modern Portfolio Theory, combining passive and active strategies to align portfolios with clients’ objectives and risk tolerances.
Based on FamilyRoot Wealth Advisors, LLC
Based on FamilyRoot Wealth Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Financial Planning recurring fee: $243.75 per quarter, paid in advance
Minimum fee: Financial Planning initial fee: $1,750 - $3,500; recurring fee: $243.75 per quarter Fee-only: Fee-only firm; compensated solely by clients for advisory services; no commissions or sales-related compensation
Newnan, GA
Florida · Georgia · Texas
FamilyRoot Wealth Advisors, LLC
2025 - Present (1 year)
Osaic
2024 - 2025 (1 year)
Regions Securities LLC
2019 - 2024 (5 years)
Regions bank
2019 - 2024 (5 years)
SunTrust Robinson Humphrey, Inc.
2014 - 2019 (5 years)
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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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We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!
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