Orlando Johnson
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.
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
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
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.
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