Daniel Johnson
Riverbend Wealth Management · Myrtle Beach, South Carolina
Daniel Johnson is a fee-only financial advisor at Riverbend Wealth Management in Myrtle Beach, South Carolina, who holds the CFP credential. Daniel charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Riverbend Wealth Management |
|---|---|
| Based in | Myrtle Beach, South Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $281.0M across 568 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 2206195 |
| Exams passed | Series 63 (1992) · Series 65 (1992) · Series 66 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | riverbendwealthmanagement.com |
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Questions about Daniel
Is Daniel Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Riverbend Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
How much does Daniel charge?
According to Riverbend Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Daniel work with clients virtually?
Yes. Riverbend Wealth Management says on its website that it works with clients remotely.
Where is Daniel Johnson based?
Daniel Johnson is based in Myrtle Beach, South Carolina.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Daniel works with retirees, pre-retirees and founders.
What credentials does Daniel Johnson hold?
Daniel Johnson holds the CFP credential.
Is Daniel Johnson registered with the SEC?
Yes. Daniel Johnson is registered as an investment adviser representative in SC (CRD 2206195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverbend Wealth Management manage?
Riverbend Wealth Management reports $281.0M across 568 accounts in assets under management.
How do I contact Daniel Johnson?
Through Daniel's website, riverbendwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Riverbend Wealth Management 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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