Branch Johnson is a CFP-designated registered investment advisor at Vault Financial, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Branch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 38 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and charged up to an annual maximum of 1.50% of assets under management.
Fee Estimator
Location
Scottsdale, AZ
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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.
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Branch is the owner and president of Vault Financial, LLC since 2008. This is an investment-related activity and takes up Branch's full-time attention during market hours.
Employment History
Current Registrations
Vault Financial, LLC
Previous Registrations
Your Source Financial
State Registrations1 state
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
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