Fleischer & Johnson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fleischer & Johnson Wealth Management, Inc. provides discretionary portfolio management to individuals and high‑net‑worth individuals and serves as both sponsor and sole portfolio manager for a wrap fee program. The firm reports managing about $102 million for roughly 232 client accounts and prepares an Investment Policy Statement for each client; there is no account minimum.
The firm’s investment approach emphasizes modern portfolio theory and long‑term investing, documents client risk tolerance and time horizon, and typically operates under discretionary authority while reviewing accounts at least annually. As the wrap program sponsor, the firm charges a single bundled fee and pays transaction costs for participating accounts, and it also offers a securities lending option through a third‑party lending program (from which the firm states it receives no additional compensation).
What is noteworthy about this firm compared with many peers is the high client load for a solo advisor, its role as sponsor/portfolio manager of a wrap program (a relatively uncommon structure for independent advisors), and an affiliation with insurance activities — certain personnel are licensed to sell insurance and annuity products, which can create commission conflicts. The brochure discloses these potential conflicts and describes controls such as a written Code of Ethics, fiduciary acknowledgements for retirement accounts, and documented procedures for addressing conflicts of interest.
Client services
Expertise
Fee options
1.00% annually
Main office
919 S. 7th Street, Suite 307
Bismarck ND 58504
Advisors at this office
1
Most active in
Arizona · Minnesota · North Dakota · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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