Advisor at Johnson 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
Johnson Wealth Management, LLC
Location
Palm Coast, FL 32137
Credentials
Series 66
Industry experience
13 years
Orlando Johnson is a financial advisor at Johnson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and Edward Jones. Johnson is the founder and Senior Advisor of the Prosperity Seekers Investment Club of Palm Coast, a role he has held since 2004 in a volunteer capacity. Johnson Wealth Management serves individual investors, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that includes both discretionary and non-discretionary arrangements, with ongoing monitoring and rebalancing based on client objectives and risk tolerance.
Based on Johnson Wealth Management, LLC
Fixed financial planning fees ranging from $750 to $1,000
$0 - $49,999: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000+: 1.00%
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products, separate from advisory fees
Hourly financial planning fee of $200 per hour
Account minimum: $25,000 Minimum fee: $1,000 minimum advisory fee to open and maintain an advisory account, negotiable and may be waived Fee-only: Financial planning fixed fees range from $750 to $1,000; hourly fee is $200 per hour
389 Palm Coast Parkway Sw, Suite 4
Palm Coast, FL 32137
Florida
Johnson Wealth Management, LLC
2016 - Present (10 years)
Ameriprise financial
2016 - 2016 (1 year)
American General Life Insurance Company
2016 - Present (10 years)
Edward Jones
2012 - 2016 (4 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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