Michael Tate Johnson
MJ
CFP
Michael Tate Johnson
MJ
CFP

Michael Johnson

24 Years of Experience
Lincoln, NE

Michael Johnson is a CFP-designated registered investment advisor at Flagstone Financial Management, LLC, based in Lincoln, NE, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 324 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
324 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$375.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M0.75%
$5M+0.40%

This fee schedule applies to the Strategic Wealth Management Program. The annual investment advisory fee for the Manager Access Select (MAS) program will vary between 0.00% and 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael Tate Johnson
MJ
Michael Johnson

Location

5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516

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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

Michael is involved in several investment-related LLCs, including Again, LLC, Flagstone Holdings, Swojo, LLC, and Upper Hand, LLC, primarily for tax and investment purposes. He also manages commercial real estate through Royal Oak, LLC, where the IA firm is located, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Flagstone Financial Management, LLC
December 2016 - Present · 9 yrs 4 mos
Previous Registrations
Executive Wealth Management
November 2015 - January 2017 · 1 yr 2 mos
LPL Financial LLCBroker
August 2010 - November 2017 · 7 yrs 3 mos
LPL Financial LLC
August 2010 - February 2016 · 5 yrs 6 mos
Smith Hayes Advisers INC
January 2005 - August 2010 · 5 yrs 7 mos
Smith Hayes Financial Services CorporationBroker
February 2002 - August 2010 · 8 yrs 6 mos
State Registrations2 states
NETX
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.
Additional Information

When I’m not immersed in work, I enjoy spending quality time with my family: my wife Jill, our two children, Sam and Sophie, and our beloved Labrador retriever, Royal. We enjoy the simple pleasures of grilling outside, walking in our neighborhood or at local parks, and playing tennis or golf together. Dedicated to lifelong learning, I’m usually listening to an audio book, podcast, or video when exercising our dog or relaxing at home.

Michael Tate Johnson
MJ
Contact
Michael Johnson