Conley Johnson is a registered investment advisor at Wealth Planning CORP, based in Cincinnati, OH, with 26 years of industry experience. Conley 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, Insurance Planning, and 3 more. Their firm serves 454 clients with $520M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
For deposits greater than $5,000,000, the fee is 0.75% on the first $5,000,000, then 0.35% on the amount over $5,000,000. A discount for Family Households (children, grandchildren, or parents) of related existing clients with balances greater than $500,000 will be applied under a discounted fee rate equal to 1.10% ($500,001 - $1,000,000) until such time as a Family Household client is eligible for any further bracket reduction based upon their own account size. Investment Advisory Fees for a charitable/non-profit organization’s account will be charged a flat fee equal to 60 basis points (0.60%).
Fee Estimator
Location
3801 Sharon Park Lane, Suite 125, Cincinnati, OH, 45241
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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
Conley is the sole owner of Wealth Planning Corporation, a Registered Investment Advisor (RIA), for advisory activities. This takes about half of Conley's time.
Employment History
Current Registrations
Wealth Planning CORP
State Registrations1 state
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