Johnson Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,580,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$316,000
Client services
Financial planning
Portfolio management
Advisory consulting
Fee options
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Johnson Wealth Management, LLC
389 Palm Coast Parkway Sw, Suite 4
Palm Coast FL 32137, United States
Number of offices
1
Forms ADV
Quick links
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