Johnson Financial Advisors

Johnson Financial Advisors (CRD# 104621) is a financial advisory firm headquartered in Tempe, AZ. They manage $49,599,890 in 311 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $159,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, LA, TX

Financial Advisors at Johnson Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Philip O. Johnson
CRD#: 846457
1095 W Rio Salado Parkway, Suite 201, Tempe, AZ 85281
96
Wealthminder
score

Philip Johnson (CRD# 846457) is an Investment Advisor Representative working at Johnson Financial Advisors in Tempe, AZ and has over 34 years of experience in the finance industry. Philip Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marcus F. Johnson
CRD#: 5795303
1095 W Rio Salado Pkwy, Ste 201, Tempe, AZ 85281
93
Wealthminder
score

Marcus Johnson (CRD# 5795303) is an Investment Advisor Representative working at Johnson Financial Advisors in Tempe, AZ and has over 4 years of experience in the finance industry. Marcus Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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