Angela Johnson
AJ
CFP
Angela Johnson
AJ
CFP

Angela Johnson

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$356K average
Assets Under Management
$30.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1000K0.90%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.55%
$10M+0.50%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Angela Johnson
AJ
Angela Johnson

Location

104 Melody Lane, Friendswood, TX, 77546

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela is the President of Eva Marie Enterprises, LP, a commercial building housing firm and its affiliates, dedicating minimal time. She also serves as President of EB Worthen Group, Inc., a management company for insurance affiliated agencies and office buildings (minimal time), and President & Insurance Agent for E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group (about 10% of her time).

Employment History
Current Registrations
Worthen Financial Advisors
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
April 2005 - September 2021 · 16 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information

I’m Angela Johnson, Owner and Senior Advisor at Worthen Financial Advisors. I’m a CERTIFIED FINANCIAL PLANNER™ professional, and we’re a fee-only financial planning firm with a fiduciary responsibility to our clients. Since 2005, I’ve dedicated myself to helping busy professionals and retirees enhance and accelerate their financial success.

Angela Johnson
AJ
Contact
Angela Johnson