Piece of Wealth Planning LLC logo

Piece of Wealth Planning LLC

Updated today

Client AUM

$1,769,000

Clients

13

Advisors

2

of 2 employees

About

Piece of Wealth Planning provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that combines investment management, ongoing planning, and personal tax return preparation. The firm also offers limited-scope, hourly, and project-based planning, educational seminars, and accounting support services for self-employed individuals and small businesses.

The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive investment management, constructing diversified, index-based portfolios intended for long-term, tax-conscious investing with relatively low turnover. Investment management is offered on a discretionary basis only as part of the Comprehensive Financial Planning Package, with annual reviews and regular client reporting.

Noteworthy among peers, Piece of Wealth Planning explicitly integrates accounting and tax services with its advisory offering—bookkeeping, payroll, small-business accounting, and tax preparation can be bundled or discounted for clients—reflecting the firm’s accounting expertise alongside planning. The brochure also discloses a contractual relationship between a principal and another investment adviser that the firm identifies as a potential conflict to be managed; the firm operates with a small team (two advisors) and a limited client base with under $2 million in reported AUM.

Client services

Financial planning Portfolio management Tax preparation services

Expertise

Income planning Charitable giving & philanthropy Business ownership considerations Tax-loss harvesting

Occupation focus

Self-Employed Founder/Business Owner

Demographic focus

Young Professionals

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Fee options

Fixed

Comprehensive Financial Plan: $1,750 - $3,000; Project-Based Financial Planning: $300 - $10,000; Fixed annual fee for clients with AUM below $500,000: $450 - $1,250 per month

Percentage

$500,000 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.85% annually $1,500,001 - $3,000,000: 0.75% annually $3,000,001+: Negotiable

Project-based

$250 per hour, billed in 15-minute increments, minimum one hour

Main office

Dacula GA

Advisors at this office

2

Most active in

Georgia · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Women Business Owners Gen Y/Millennials (Born 1980-1995)
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Tiffany J

CFP®, Series 63, Series 65

Dacula, GA

Piece of Wealth Planning LLC

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Income planning Charitable giving & philanthropy Business ownership considerations Tax-loss harvesting Self-Employed Founder/Business Owner Young Professionals
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