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.
Credentials
Series 66
Experience Industry experience
11 years
Location
Seneca, SC 29678
Osaic Advisory Services, LLC
Enterprise
Deborah Johnson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at several firms, including Voya Financial Advisors, Inc. and Triad Advisors, and she serves as Operations Manager for Frierson Capital Management. Johnson is also a commissioned Notary Public in South Carolina. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, and emphasizes platform integration and institutional client access.
Based on Osaic Advisory Services, LLC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000 but can be higher for complex cases or high net worth individuals.
$0+: Up to 2.50% annually (maximum annual fee regardless of account size) $0 - Variable tiered schedule used for Plan Participant Retirement Program with maximum fee up to 3%: Tiered management fee schedule with fee percentage lowering as assets increase for certain programs, exact tiers negotiable and disclosed prior to service.
Advisory Representatives may receive commissions when selling securities or insurance products through Osaic Wealth, the affiliated broker-dealer, in addition to advisory fees. Commissions vary by product.
Hourly fees for financial planning or consulting range from $0 - $750 per hour, not exceeding total fees of $25,000 typically, subject to negotiation.
Minimum fee: Minimum service fee which is the greater of $30 or up to 15 basis points (0.15%) annually assessed to the advisor per account. Fee-only: Financial planning and consulting services charged either on an hourly fee, fixed fee, or combination thereof. Fixed fees generally range up to $25,000 but can exceed for high net worth clients. Hourly fees generally range from $0 to $750 per hour, not exceeding $25,000 total.
Seneca, SC
135 J Eagles Nest Drive
Seneca SC 29678
Advisors at this office
2
South Carolina
11 years of industry experience
OSAIC
2024 - Present • 2 years
Seneca, SC
Triad Hybrid Solutions
2020 - Present • 6 years
Norcross, GA
Triad Advisors
2020 - 2024 • 4 years
Norcross, GA
Voya Financial Advisors, Inc.
2015 - 2020 • 5 years
Seneca, SC
Frierson Capital Management
2015 - Present • 11 years
Seneca, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65, Series 63
Clemson, SC
Fountainhead Wealth Planning
Brett Anderson is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior experience includes roles at Morgan Stanley, Fisher Investments, and Fidelity, among others. Fountainhead Wealth Planning serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives, time horizon, and risk tolerance, employing a variety of investment techniques, and operates with no account minimum.
Series 63, Series 65
Seneca, SC
Jackson Taylor Investment Securities
Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.
Series 66
Seneca, SC
The Pilot's Advisor, LLC
Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.
CFP®, Series 63
Seneca, SC
Magnolia Financial Planning Services, Inc.
Jason White is a CFP® with 18 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and holds ownership in a CPA firm, Payne, White, & Schmutz CPA PA. His work history includes roles at several firms spanning back to 2004, including Infinity Wealth Group and Cetera Financial Specialists. Magnolia Financial Planning Services provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, and company retirement plans. The firm emphasizes risk control and valuation-driven investment decisions and manages approximately $225.7 million in discretionary assets.
Series 65
Seneca, SC
IQ Capital Strategy LLC
Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with four years of industry experience and holds a Series 65 designation. He is also involved as part-owner and employee in two South Carolina-based businesses, A to Z Sanitation, LLC and A to Z Landscaping, LLC. Prior to joining IQ Capital Strategy, Medlin’s work history includes roles at Wildwood and other companies across various sectors. IQ Capital Strategy, LLC is a state-registered investment adviser providing discretionary portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm employs a technical analysis and algorithm-driven investment approach, managing diversified portfolios that may include ETFs, equities, fixed income, futures, and commodities.
CFP®, Series 66
Six Mile, SC
The Wealthcare Clinic
Ariel Kauffman is a CFP®-credentialed financial advisor at The Wealthcare Clinic with four years of industry experience. His prior roles include positions at Solitude Financial Services, AssetMark, Charles Schwab, and The Vanguard Group. He holds the Series 66 license. The Wealthcare Clinic, LLC is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based investment approach grounded in Modern Portfolio Theory and employs various investment vehicles, including ETFs and crypto-related ETPs, while leveraging technology tools such as artificial intelligence for operational support.
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