David Johnson
David Johnson is a CFP-designated registered investment advisor at Right Path Financial LLC, based in Spring Lake Park, MN, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $4.8M 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 | 1.00% |
The annual fee is negotiable, but this discretion is typically exercised in limited scenarios. Clients also pay separate fees to Orion Portfolio Solutions (OPS) for administration, strategists, account maintenance, and sleeve fees.
Fee Estimator
Location
8026 Washington St NE, Spring Lake Park, MN, 55432
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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 ActivitiesSells Insurance
David is an insurance agent selling fixed insurance products since 2015, dedicating minimal time to this activity. He is also the Director of Case Central, where he spends full-time creating financial plans.
Employment History
Current Registrations
Right Path Financial LLC
Previous Registrations
Gradient Advisors, LLC
Gradient Wealth Management, LLC
Gradient Advisors, LLC
Global Portfolio Strategies, INC.
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.