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Deatrice Johnson

Northwest Financial Advisors LLC
20 Years of Experience
Herndon, VA
Broker
View SEC Summary
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Deatrice Johnson is a registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 20 years of industry experience. Deatrice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,915 clients with $1.2B in assets under management.

Northwest Financial Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,915 clients
Average Client Portfolio
$650K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is up to 2.00% for standard programs and up to 1.00% advisory fee plus 0.35% program fee for Guided Wealth Portfolios. Fees are negotiable.

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

200 Spring Street, Suite 120, Herndon, VA, 20170

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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

Deatrice works for Long & Foster Real Estate, dedicating a few hours per week. She also provides administrative services through Northwest Financial Advisors, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity. Northwest Financial Advisors, LLC is also a DBA for her LPL business.

Employment History
Current Registrations
Northwest Financial Advisors LLC
October 2020 - Present · 6 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Nylife Securities LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2011 - October 2012 · 1 yr 2 mos
Icma-Rc Services, LLCBroker
November 2008 - December 2010 · 2 yrs 1 mo
Ing Investment Advisors, LLCBroker
March 2002 - October 2008 · 6 yrs 7 mos
State Registrations23 states
AZCACODCDEFLINKYMDMNMONCNJNVOKPASCSDTNTXUTVAWV
AdvisorBrokerBoth

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.
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