Johnson Wealth Management, LLC

Johnson Wealth Management serves individual investors (including non‑high‑net‑worth individuals), as well as charitable organizations and corporations. The firm provides portfolio management (offering both discretionary and non‑discretionary arrangements), financial planning and consulting, and may advise on stocks, bonds, mutual funds, ETFs, REITs and other common securities; persons associated with the firm are also licensed to sell insurance products and may earn commissions for those sales.

The firm describes a tailored approach that begins with gathering client objectives and risk tolerance, using firm‑developed or third‑party model portfolios and ongoing monitoring and rebalancing; portfolio management clients are offered complimentary financial planning and a credit toward management fees. Although discretionary management is available, the brochure emphasizes a substantial use of non‑discretionary arrangements—requiring client approval before trades—and reports $110,000 of continuous non‑discretionary assets as of December 31, 2017.

Distinctive features include the firm’s very small scale in clients and assets, and operational differences between account types: the firm does not block trade for non‑discretionary accounts, which can lead to different execution costs compared with discretionary accounts. The brochure also discloses a historical legal matter involving a management person from 1994 that was resolved through a pre‑trial diversion program, a fact the firm includes in its disclosures.