Brian Johnson
Brian Johnson is a CFP-designated registered investment advisor at Raven Point Wealth Management, LLC, based in Brentwood, TN, with 15 years of industry experience. Brian 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 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Certain clients transitioning from prior advisory relationships may temporarily retain legacy fee arrangements of up to 1.00% annually. Fees are negotiable at the adviser's discretion.
Fee Estimator
Location
Brentwood, TN
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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
Brian sells fixed insurance products and is the President and Owner of Raven Point Wealth Management, LLC. He also works as a Sales Associate at Nashville Running Company.
Employment History
Current Registrations
Raven Point Wealth Management, LLC
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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.
Exams
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