Thomas Johnson
Thomas Johnson is a CFP-designated registered investment advisor at Advocacy Wealth Management, LLC, based in Atlanta, GA, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B 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 | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA, 30339-6401
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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 ActivitiesSells Insurance
Thomas is the CEO of Advocacy Wealth Management, LLC, a Registered Investment Advisor, dedicating nearly full-time hours to this role. He also serves as a Director for Advocacy Inc., Sensor Tech, Inc., and The Elaine Clark Center, Inc., and as an agent for Forge Consulting LLC, placing annuity and life products.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
Previous Registrations
Certus Investment Advisors, LLC
Sage Capital Holdings, LLC
First Legacy Securities, LLC
State Registrations2 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.