Dustin Johnson
Dustin Johnson is a registered investment advisor at Heritage Asset Management, LLC, based in Belton, MO, with 17 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 749 clients with $160M 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 $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K+ | 1.25% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
7926 E 171st Street, Belton, MO, 64012
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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
Dustin is an insurance agent at Heritage Financial Services LLC, selling life, health, disability, annuities, and long-term care insurance, dedicating about 10-20% of his time. He is also the president of Johnson Investment Solutions, LLC, an S corporation for tax purposes only, and spends minimal time on this.
Employment History
Current Registrations
Heritage Asset Management, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 states
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.