Advisor at Open Door Financial Advisors
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Firm
Open Door Financial Advisors
Location
Lubbock, TX
Credentials
CFP®, Series 65
Industry experience
14 years
Johnathan Finley is a CFP® with 14 years of experience in financial advising. He is the owner of Open Door Financial Advisors in Lubbock, TX, where he has worked since 2021. His prior experience includes roles at Origin Financial, Mercer Global Advisors, and Kanaly Trust. Open Door Financial Advisors provides financial planning, portfolio management, and retirement plan consulting to individual and employer clients. The firm uses fundamental analysis and primarily passive, asset-class-based portfolios, combining subscription-style ongoing planning with asset-based management for clients above a certain asset threshold.
Based on Open Door Financial Advisors
$237.32 per month for Ongoing Comprehensive Financial Planning; fees negotiable
$0 - $250,000: No fee for investment management Over $250,000+: 0.50% annually
$200 per hour for Project-Based Financial Planning; fees negotiable
Lubbock, TX
Texas
Origin Financial
2022 - Present (4 years)
Open Door Financial Advisors Llc
2021 - Present (5 years)
Unemployed
2019 - 2021 (2 years)
Mercer Global Advisors, Inc
2017 - 2019 (2 years)
Kanaly Trust
2016 - 2017 (1 year)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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