Jovan Johnson is a CFP, PFS-designated registered investment advisor at Piece of Wealth Planning LLC, based in Dacula, GA, with 6 years of industry experience. Jovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13 clients with $1.8M 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 - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for clients with AUM above $3,000,000. For clients with AUM below $500,000, PWP charges an ongoing flat annual fee that is paid monthly or quarterly, in arrears, at the rate of $450 - $1250 per month, depending on the complexity and individual needs of the Client.
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Contact
Jovan Johnson
Location
Dacula, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jovan is a part-time adjunct professor at Clarke Atlanta University, owner of Piece of Wealth Accounting LLC, and owner/CCO of Piece of Wealth Planning LLC. He spends about 10-20% of his time teaching, about a quarter of his time on accounting, and the majority of his time as an investment advisor.
Employment History
Current Registrations
Piece of Wealth Planning LLC
Previous Registrations
Origin Financial
State Registrations1 state
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Exams
Additional Information
I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals.