Scott Johnson is a CFP-designated registered investment advisor at Decisionpoint Financial, LLC, based in Mesa, AZ, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 5 more. Their firm serves 691 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable up to 1.25% annually based on portfolio size, complexity, and scope of services. The firm generally requires a minimum annual fee of $2,500.
Fee Estimator
Contact
Scott Johnson
Location
2443 N Greenfield Rd., Suite 217, Mesa, AZ, 85215
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Decisionpoint Financial, LLC
Previous Registrations
Arista Wealth Management, LLC
Tribeca Advisors, LLC
Tribeca Financial, LLC
Morgan Stanley
State Registrations2 states
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
Additional Information
Scott Johnson, is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Scott is a Certified Plan Fiduciary Advisor (CPFA) with the National Association of Plan Advisors (NAPA). Scott has also earned the Accredited Investment Fiduciary (AIF®) designation which sets him apart in the industry as an advisor who is legally bound to always act in the best interest of his clients and maintain the highest ethical standards under the law.
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