FJ
CFP
FJ
CFP

Frank Johnson

6 Years of Experience
Marieta, GA

Frank Johnson is a CFP-designated registered investment advisor at Hanover Advisors, INC, based in Marieta, GA, with 6 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 377 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
377 clients
Average Client Portfolio
$882K average
Assets Under Management
$332.7M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Marieta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Frank is the sole member of Holt Cedartown, LLC, a commercial real estate venture in Marietta, GA, since 2016. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Hanover Advisors, INC
September 2019 - Present · 6 yrs 8 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Frank Johnson - Financial Advisor | TrueAdvisor