Advisor at Adviser Financial Group, Inc
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Firm
Adviser Financial Group, Inc
Location
Rochester, MN
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.
Based on Adviser Financial Group, Inc
Financial plans charged a flat fee between $750 and $3,000, negotiable
Annual Fee = $500 + 0.25% (.0025) of total investments
Hourly planning services normally between $175 and $200 per hour, negotiable
Account minimum: $100,000 Minimum fee: Minimum annual fee of $750, negotiable Fee-only: Fee-only financial planning and investment advisory services, no commissions accepted
Rochester, MN
Minnesota
Adviser Financial Group Inc
2000 - Present (26 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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