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Johnathon Peacock

10 Years of Experience
Columbus, GA

Johnathon Peacock is a registered investment advisor at Wealth Intelligence, LLC, based in Columbus, GA, with 10 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 228 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$247.5M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)

Wealth Intelligence generally charges an annual advisory fee based on a percentage of the assets they manage for you, paid quarterly in advance. The specific fee arrangement is described in your advisory agreement. In some cases, hourly, annual, or fixed investment consulting fees may be used instead of a percentage-based fee. Fees are negotiable.

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Location

2900 Warm Springs Rd, Columbus, GA, 30295

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Previous Registrations
Wealth Intelligence, LLC
December 2024 - March 2026 · 1 yr 3 mos
Raymond James Financial Services Advisors, INC
March 2024 - January 2025 · 10 mos
Exams
No exam information available for this advisor.
Johnathon Peacock - Financial Advisor | TrueAdvisor