Johnathan Finley is a CFP-designated registered investment advisor at Open Door Financial Advisors, based in Lubbock, TX, with 15 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 29 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.50% |
The first $250,000 of managed assets is included with the ongoing comprehensive financial planning fee with no additional management fee. The 0.50% annual fee applies only to assets above $250,000. Fees are negotiable.
Fee Estimator
Location
Lubbock, TX
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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
Johnathan is the owner of Open Door Financial Advisors LLC, a registered investment advisor. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Open Door Financial Advisors
Previous Registrations
Origin Financial
Mercer Global Advisors INC.
Wj Interests, LLC
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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