Kristopher Johnson
Kristopher Johnson is a CFP-designated registered investment advisor at Stone Island Financial Planning, based in Scottsdale, AZ, with 23 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 154 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stone Island Financial Planning offers standalone investment management services. The annual fee is charged quarterly, in advance, based on the value of your investments. The fee ranges are:
- Cash and Fixed Income – 0.10% to 1.00%
- Actively Managed Portfolios – 0.50% to 2.00%
The specific percentage you pay depends on the total amount of assets and the number of accounts managed for you.
Contact
Kristopher Johnson
Location
9835 E. Bell Road, Suite 110, Scottsdale, AZ, 85260
Get directionsHistory
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
Kristopher serves as a Portfolio Manager for a private fund at Raintree Capital Management, dedicating about 15-20 hours per week. Raintree Capital Management, LLC is a commodity pool operator with the CFTC and an exempt reporting adviser.
Employment History
Previous Registrations
Stone Island Financial Planning
Timothy Financial Counsel, INC.
Exams
Additional Information
Kris began his career in the investment industry in 2000. Following a short two-year stint with an investment management firm, he spent the next 16 years with an hourly financial planning firm where he served as the chair of the investment committee and was the primary advisor for over 200 active client relationships. After moving to Arizona with his family in early 2017, Kris joined Stone Island Financial Planning (formerly South Georgia Capital, LLC) in April 2018 to bring in-depth financial planning services to the firm's established client base. Through an affiliated entity, Raintree Capital Management, LLC, Kris serves as portfolio manager of a proprietary multi-strategy fund, available to risk-conscious accredited and qualified investors.