Martin Johnson is a registered investment advisor at 361 Financial Planning, INC., based in Walnut Creek, CA, with 30 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.25% |
| $100K - $225K | 1.75% |
| $225K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees may be negotiable. SEI Private Trust Company imposes an annual custodian fee of $60 (charged quarterly, in arrears) for accounts with less than $50,000 in balances.
Fee Estimator
Location
1255 Treat Boulevard, Suite 300, Walnut Creek, CA, 94597
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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 →Other Business Activities
Martin is an Associate Director at the University of Notre Dame, working as a finance coach for MBA students, dedicating minimal time. He is also the President and Managing Attorney at 360 Estate Planning, providing legal representation and dedicating about half of his time to this role.
Employment History
Current Registrations
361 Financial Planning, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Tcfg Investment Advisors, LLC
Crossroads Capital Management, INC.
Allstate Financial Services, LLCBroker
Legacy Financial Services, INC.Broker
Usallianz Investor Services, LLCBroker
Asset Planning Solutions, INC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
PFS Investments INC.Broker
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.