Johnny Williams
Johnny Williams is a CFP-designated registered investment advisor at Present Day Financial Planning, LLC, based in Charlotte, NC, with 21 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Flat annual fee of 1.00% of assets under management. Fees are negotiable.
Fee Estimator
Location
Charlotte, NC
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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.
Learn about disclosures →Other Business Activities
Johnny owns rental property in Charlotte, NC since 2006 and acts as the property manager. He is also a Director at Ally Invest Securities LLC since April 2023, supporting both Ally Invest Securities and Ally Invest Advisors, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Present Day Financial Planning, LLC
Previous Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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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