Denise Johnson is a registered investment advisor at Five Talents Wealth Management, based in Dublin, CA, with 17 years of industry experience. Denise 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000 and take into account the aggregate number of portfolios under management.
Fee Estimator
Location
Dublin, CA
Get directionsHistory
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
Denise is the Founder & Principal of Denise-Danielle Strategy Consulting since September 2019. She spends about half of her time working with clients to design and execute business strategies, authoring, and providing educational materials for businesses.
Employment History
Current Registrations
Five Talents Wealth Management
Previous Registrations
Princor Financial Services Corporation
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
More Advisors
- Maria Smith, CFPJ.P. Morgan Securities LLC
- Deepesh Srivastava, CFALucerna Capital Management LLC
- Megan Rouse, CFPMegan Rouse Financial Planning
- Gerard Vanderzanden, ChFCHalo Investment Services, LLC
- Danielle Erlinger, CFPStrategic Advisers LLC
- Dalbir Gill, PFSKhalis Financial Advisors LLC