Tiffany Finney-Johnson
Tiffany Finney-Johnson is a CFP-designated registered investment advisor at New Dimensions Wealth Management, L.L.C., based in Allen, TX, with 17 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 105 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
New Dimensions has the discretion to negotiate fees.
Fee Estimator
Location
550 S. Watters Road, Suite 242, Allen, TX, 75013
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
New Dimensions Wealth Management, L.L.C.
Previous Registrations
Jwa Financial Group, INC.
State Registrations1 state
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