Johnny Berry
Johnny Berry is a registered investment advisor at Adaptation Financial Advisors INC., based in Westerville, OH, with 8 years of industry experience. Johnny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 690 clients with $230M 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 | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.60% |
Fees are negotiable. WealthPort wrap program total annual fees shall not exceed 2.25%.
Fee Estimator
Location
100 Dorchester Square Suite 102, Westerville, OH, 43081
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
Johnny is the sole member of 5 Star Capital LLC, established in January 2025, which holds a rental residential property. He spends minimal time on this business activity.
Employment History
Current Registrations
Adaptation Financial Advisors INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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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