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George Johnson

Advisor at Discipline Wealth Solutions, Inc.

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Discipline Wealth Solutions, Inc. logo

Firm

Discipline Wealth Solutions, Inc.

Location

Troy, MI 48084

Credentials

Series 65, Series 66

Industry experience

21 years

Client services

Portfolio management Pension consulting Selection of other advisers 3(38)

Fee options

Fixed

Fixed fee for comprehensive financial planning services up to $30,000 per plan

Percentage

$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%

Project-based

$125 to $500 per hour based on complexity and experience

Other

Fee-only: Financial planning fees: hourly rate $125 to $500; fixed fee up to $30,000 per plan

Work history

Discipline Wealth Solutions, Inc.

2024 - Present (2 years)

CPR Investments Inc

2021 - 2024 (3 years)

CPR Financial Group LLC

2021 - 2024 (3 years)

Willenbrecht Legal Services, LLC

2018 - 2020 (2 years)

LPL Financial, LLC

2015 - 2020 (5 years)

Michigan Schools & Government Cu

2013 - 2020 (7 years)

LPL Financial, llc

2013 - 2020 (7 years)

George W.. Johnson Financial Advisors

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

Women Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

David D

CFP®, AAMS®

Royal Oak, MI

Deller Wealth Management LLC

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Charitable giving & philanthropy Wealth management ESG / Sustainable investing

Ashlee D

CFP®, CFA®, CPA

Birmingham, MI

Gunder Wealth Management, LLC

When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it! Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.

General retirement planning Cash flow / budgeting Dual Income Family Women Professionals Gen X (Born 1965-1980)

Antoneta B

Series 66

Bloomfield Hills, MI

Merrill

Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000 and has held roles including Complex Administrative Manager overseeing offices in Texas and Louisiana. Her background as a registered FINRA Principal Supervisor contributes to her comprehensive understanding of risk management in wealth advisory. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among other areas. Antoneta holds FINRA registrations including Series 3, 7, 9, 10, and 66, and maintains licenses with the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID:1163440). She earned a Bachelor's degree in Applied Arts and Sciences from Lamar University. Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests that include boxing, fishing, and music.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Parents

Michael L

Series 63, Series 66

Clarkston, MI

Merrill

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2008 and brings over 15 years of experience in the financial industry. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has also been an active volunteer with organizations including Easter Seals and Special Olympics of Michigan. Michael resides in Clarkston with his wife and two children. Outside of work, he enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retirement income strategy Planning for children with special needs Parents Young Families

Mark C

Series 66

Grosse Pointe, MI

Merrill

Mark Carrabbio is a Senior Financial Advisor at Merrill Lynch Wealth Management. He partners with clients through The BRC Group to develop personalized financial strategies aimed at meeting their unique lifestyle, retirement, family, and multi-generational goals. Mark integrates customized investment solutions with insights from BofA Global Research and Merrill’s resources to address each client’s comprehensive financial picture. He also emphasizes a fiduciary approach, adhering to a commitment to place clients' interests first. Mark's expertise encompasses executive compensation, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, special needs planning, women and wealth, and tax minimization. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His education includes an MBA from Lawrence Technological University, a bachelor's degree from the University of Michigan, and accredited certificate programs from the College for Financial Planning and Yale University. Outside of his professional work, Mark participates in community activities with organizations such as Detroit Public TV and the Leukemia Lymphoma Society. His personal interests include photography, tennis, and traveling.

General retirement planning Retirement income strategy Social Security optimization Wealth management ESG / Sustainable investing LGBTQIA Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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