BJ
CFP · ChFC
BJ
CFP · ChFC

Benedict Johnson

28 Years of Experience
Austin, TX

Benedict Johnson is a CFP, ChFC-designated registered investment advisor at Gap Financial Services or Gap Financial, based in Austin, TX, with 28 years of industry experience. Benedict operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 87 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
87 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$100.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.95%
$500K - $1.0M0.85%
$1.0M - $1.5M0.80%
$1.5M - $2.0M0.75%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.65%
$4M+0.50%

Fees are negotiable. A separate fixed fee could be negotiated instead of the tiered fee.

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

Austin, TX

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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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Employment History
Current Registrations
Gap Financial Services or Gap Financial
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2021 - February 2024 · 2 yrs 8 mos
Morgan StanleyBroker
June 2021 - February 2024 · 2 yrs 8 mos
First Command Brokerage Services, INC.Broker
December 2020 - June 2021 · 6 mos
First Command Advisory Services
December 2020 - June 2021 · 6 mos
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Advisors, INC.Broker
January 2005 - June 2020 · 15 yrs 5 mos
USAA Financial Planning Services
January 2005 - January 2018 · 13 yrs
H&r Block Financial Advisors, INC.
August 2003 - August 2004 · 1 yr
H&r Block Financial Advisors, INC.Broker
August 2003 - August 2004 · 1 yr
Quick & Reilly, INC.
December 2002 - August 2003 · 8 mos
Quick & Reilly, INC.Broker
December 2002 - August 2003 · 8 mos
Morgan Stanley
October 1996 - December 2002 · 6 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1996 - December 2002 · 6 yrs 2 mos
State Registrations1 state
TX
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.
Benedict Johnson - Financial Advisor | TrueAdvisor