Daniel Johnson is a CFP-designated registered investment advisor at The Wealth Conservatory, based in Winston Salem, NC, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 124 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are negotiable based on criteria such as anticipated future earnings, future additional assets, account composition, and pre-existing relationships. Financial planning fees may be discounted if you also retain an investment management membership.
Fee Estimator
Location
50 Cemetery Street, Suite 100, Winston Salem, NC, 27101
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
Daniel owns multiple rental properties through Oak Crest Management LLC, DJSJ Management, LLC, and Idlewilde Homes, LLC. He spends minimal time managing the financials and communicating with tenants.
Employment History
Current Registrations
The Wealth Conservatory
Previous Registrations
Refocus Financial
Parsec Financial
Credit Union Investment Services
State Registrations6 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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