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Gary D Johnston

Advisor at Facet — Perkasie, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

9 years

Location

Perkasie, PA

Facet logo

Facet

Multi-team

Total advisors

95

Across 90 offices

Clients per advisor

169 Very High

Avg AUM per client

$541,077 Typical

HNW client ratio

18% Typical

About

Gary Johnston is a CFP® professional with nine years of industry experience. He is currently with Facet Wealth Management, where he has worked since 2019. Prior to Facet, he was employed at SEI Investments Management Corp and SEI Investments Distribution Co for three years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms for tax-optimized implementation and regular portfolio reviews.

Client services

Based on Facet

Financial planning Portfolio management

Expertise

Based on Facet

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning

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Fee options

Subscriptions

Planning fees charged as annual flat membership fees usually billed quarterly or annually in advance, with a $300 enrollment fee for non-annual billing cycles (waivable during promotions).

Other

Account minimum: $500 initial purchase for investment accounts; $0 for financial planning services Fee-only: Financial planning fees generally range from $2,600 to $10,000 annually on a flat membership fee, subscription basis depending on the planning needs of the member. No separate investment management fee is charged as it is included in the planning fee.

Location

See office

Perkasie, PA

Perkasie PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

9 years of industry experience

Facet Wealth Management

2021 - Present • 5 years

Baltimore, MD

Facet Wealth Management

2021 - 2021 • 1 year

Baltimore, MD

Facet Wealth Management

2019 - 2021 • 2 years

Baltimore, MD

SEI Investments Management Corp

2016 - 2019 • 3 years

Oaks, PA

SEI Investments Distribution Co

2016 - 2019 • 3 years

Oaks, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward K

Series 66

Emmaus, PA

Elk Capital Advisors, LLC

Edward Komito is a financial advisor at Elk Capital Advisors, LLC with 24 years of industry experience. He has held roles at Merrill and Morgan Stanley, and founded Elk Capital Advisors in 2011. Outside of his advisory work, he owns Elk Capital Expeditors, LLC, a logistics and expediting business unrelated to financial services. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored investment strategies on both discretionary and non-discretionary bases, ranging from long-term holdings to frequent trading across various securities.

Active portfolio management Options & derivatives strategies
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Raymond Z

Series 63, Series 66

Lansdale, PA

Global Wealth Management, LLC

Raymond Zong is a financial advisor with Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Global Wealth Management in 2024, he worked at Ni Advisors and Nationwide Planning Associates, Inc. He is also involved in real estate and life and health insurance activities outside of his advisory role. Global Wealth Management provides asset management, financial planning, and capital-raising services to high-net-worth individuals and businesses. The firm constructs portfolios based on market trends and economic conditions, managing accounts primarily on a discretionary basis while allowing clients input on asset selection.

Private / alternative investments
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William S

Series 66, Series 65

Doylestown, PA

DEL VAL Retirement and Investment Services Inc

William Sands Jr is a financial advisor with DEL VAL Retirement and Investment Services Inc and holds Series 65 and Series 66 licenses. He has 13 years of industry experience, including prior roles at PNC Investments and Winthrop Partners. Outside of financial advising, Sands serves on the board of the Plumstead Historical Society and is involved with the Willow Charitable Fund; he also manages a home construction project management business and leads a commercial real estate inspection company. DEL VAL Retirement and Investment Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm customizes investment strategies based on client objectives and uses a range of securities, maintaining discretionary trading authority and quarterly account reviews.

Active portfolio management Options & derivatives strategies
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Michael G

Series 63, Series 65

Doylestown, PA

MG Financial Management, LLC

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

Retirement income strategy Active portfolio management
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Michael S

Series 63, Series 65

Doylestown, PA

Solebury Asset Management LLC

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Active portfolio management Options & derivatives strategies
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Thomas L

ChFC®, Series 63

Montgomeryville, PA

Fidelity Federal Planning Corp.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Wealth management
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