Johnson O’Connor Wealth Management is an investment advisory firm owned by the accounting firm Johnson O’Connor Feron & Carucci. Johnson O’Connor Wealth Management does not manage investments or provide direct financial planning services. Instead, the firm operates exclusively as a referral service, connecting clients of the accounting firm with investment advisors at SFP Wealth, a wealth manager associated with MML Investors Services. When an accounting client chooses to work with the referred investment management firm, Johnson O’Connor Wealth Management receives a portion of the advisory fees paid by the client as a referral fee, typically around 34% of the net annual fee. This arrangement creates a financial incentive and conflict of interest, though clients are under no obligation to use the referral service and are free to choose any financial professional.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.