Tiffany Finney-Johnson
Tiffany Finney-Johnson is a CFP-designated registered investment advisor at New Dimensions Wealth Management, L.L.C., based in Allen, TX, with 17 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 111 clients with $180M 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 $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Firm charges a minimum quarterly fee of $1,500 ($6,000 annually). Fees are negotiable at the firm's discretion.
Fee Estimator
Location
550 S. Watters Road, Suite 242, Allen, TX, 75013
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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 →Employment History
Current Registrations
New Dimensions Wealth Management, L.L.C.
Previous Registrations
Jwa Financial Group, 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.
Exams
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