CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$362.7M
Fee Structure
Minimum Investment:$5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$12,000
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Contact
Carl Amos Johnson
Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020Closed-No Action
Other Business Activities
Carl is a managing member of 20 Grove Street Partners LLC, dedicating minimal time. He also serves in the US Navy Reserves, dedicating minimal time.
Employment History
Current Registrations
Grove Street Fiduciary, LLC
February 2005 - Present · 21 yrs
Previous Registrations
Ames Planning Associates INC
January 2002 - December 2004 · 2 yrs 11 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Our clients are families, trusts, and institutions desiring fiduciary services. We serve clients in the U.S. and abroad.
Contact
Carl Amos Johnson