John Johnson
John Johnson is a registered investment advisor at Triad Wealth Partners, LLC, based in Frisco, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
5 Cowboys Way, Suite 300, Frisco, TX, 75036
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
John is a managing partner at Paramount Wealth Group and part owner of ZRJ. He also works as an agent selling Medicare, dedicating a few hours per week, and is a silent member of PWG Realty Holdings.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.