Chad Johnson is a CFP-designated registered investment advisor at Spartan Wealth Solutions LLC, based in Plano, TX, with 7 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9 clients with $8.4M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Plano, TX
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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 Activities
Chad is involved with Spartan Tax Solutions LLC, a tax preparation service for individuals and small businesses, since 2019. He dedicates minimal time to this business during trading hours, with activity concentrated in March and April.
Employment History
Current Registrations
Spartan Wealth Solutions LLC
State Registrations2 states
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