Johnson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $750 to $1,000
$0 - $49,999: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000+: 1.00%
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products, separate from advisory fees
Hourly financial planning fee of $200 per hour
Account minimum: $25,000 Minimum fee: $1,000 minimum advisory fee to open and maintain an advisory account, negotiable and may be waived Fee-only: Financial planning fixed fees range from $750 to $1,000; hourly fee is $200 per hour
Main office
389 Palm Coast Parkway SW, Suite 4
Palm Coast FL 32137
Advisors at this office
1
Most active in
Florida
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.
Forms ADV
Quick links
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