Charles Johnson is a CFA-designated registered investment advisor at Differential Planning LLC, based in Silverdale, WA, with 4 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $2.5M in assets under management.
Compensation
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Fee Structure
Investment management is offered at no additional fee, but is only available to clients who are already engaged in an active hourly financial planning agreement with Differential Planning. If you do not wish to allow DP discretion, DP may provide non-discretionary securities advice as discussed in the Hourly Financial Planning Services section.
Location
Silverdale, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Differential Planning LLC
State Registrations3 states
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