Philip Johnson
Philip Johnson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Tempe, AZ, with 48 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1095 W Rio Salado Parkway, Suite 201, Tempe, AZ, 85281-2610
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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
Philip owns JPL Commercial LLC and JPL Homes LLC, both involved in purchasing and renting properties, dedicating minimal time to each. Philip is also the President, IAR, and agent of Johnson Financial Advisors, focusing on investment management and insurance sales, which takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Johnson Financial Advisors
Previous Registrations
Securities America, INC.Broker
Associated Planners Securities CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
University Securities CorporationBroker
North American Management, INC.Broker
State Registrations23 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.