Piece Of Wealth Planning LLC

Piece Of Wealth Planning LLC (CRD# 307247) is a financial advisory firm headquartered in Buford, GA. They manage $689,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $38,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Piece Of Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jovan J. Johnson
CRD#: 7225767
Athens, GA

Jovan Johnson (CRD# 7225767) is an Investment Advisor Representative working at Piece Of Wealth Planning LLC in Athens, GA and has 1 year of experience in the finance industry.

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