LJ
LJ

Lewis Johnson

25 Years of Experience
Irving, TX

Lewis Johnson is a registered investment advisor at Wealth Creators, LLC, based in Irving, TX, with 25 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Wealth Creators charges a retainer to monitor your progress toward your financial goals. The brochure does not specify the amount of the retainer.

Wealth Creators charges $1,000 to develop an initial financial plan. Half of the fee is due upfront, and the other half is due upon completion of the plan. A refund is available if the contract is terminated, based on the time spent on the plan.

One-Time Plan:$1,000
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Location

Irving, 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
Wealth Creators, LLC
January 2001 - Present · 25 yrs 4 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.