Chad Johnson
Spartan Wealth Solutions · Plano, Texas
Chad Johnson is a fee-only financial advisor at Spartan Wealth Solutions in Plano, Texas, who holds the CFP credential. Chad charges hourly fees and a one-time planning fee and focuses on tax planning.
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Specialties
Facts
| Firm | Spartan Wealth Solutions |
|---|---|
| Based in | Plano, Texas |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $9.3M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6957098 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spartanwealthsolutions.com |
How Chad's firm compares
- Spartan Wealth Solutions's average account is about $275,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Chad
Is Chad Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Spartan Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad charges hourly fees and a one-time planning fee.
Where is Chad Johnson based?
Chad Johnson is based in Plano, Texas.
What does Chad specialize in?
Chad's specialties include tax planning.
What credentials does Chad Johnson hold?
Chad Johnson holds the CFP credential.
Is Chad Johnson registered with the SEC?
Yes. Chad Johnson is registered as an investment adviser representative in PA and TX (CRD 6957098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spartan Wealth Solutions manage?
Spartan Wealth Solutions reports $9.3M across 34 accounts in assets under management.
How do I contact Chad Johnson?
Through Chad's website, www.spartanwealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on tax planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Spartan Wealth Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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