Johnson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$323,371,310
Total clients
169
59% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
85
Average account size
$1,913,440
About
Johnson Wealth Management is a fee-only advisory firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm operates as a two-advisor team managing roughly $323 million in client assets and also offers pension/ERISA consulting and tailored subadvisory arrangements.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes low-cost, passive exposure through index funds and ETFs, with periodic rebalancing rather than security selection. Research inputs include custodial and institutional resources, and JWM accepts discretionary trading authority under limited powers of attorney while delivering periodic performance and net worth reports.
Noteworthy aspects compared with peers include the combination of a small advisory team overseeing substantial AUM, a formal ERISA/pension consulting practice, and the routine use of institutional subadvisors (for example, Dimensional and Nuveen) for some mandates. JWM operates strictly on a fee-only basis, uses standing letters of authorization that create custody under SEC guidance while meeting the firm’s conditions, and maintains a business continuation agreement to address loss of key personnel.
Client services
Expertise
Fee options
Fixed fees for financial planning on a retainer basis; fees determined by scope of work and complexity
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.45% $5,000,001+: 0.30%
Financial planning billed hourly at $225 per hour
Account minimum: $500,000 Minimum fee: No minimum annual fee; fees are negotiable and may be waived or reduced at discretion Fee-only: Firm is strictly fee-only; no commissions or fees from sales of products
Main office location
Johnson Wealth Management, LLC
214 North 4 Th Street, Ste 123
Grand Forks ND 58203, United States
Number of offices
1
Most active in
Arizona · Minnesota · North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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