Daniel Johnson
Birchcreek Wealth Management · Miami Township, Ohio
Daniel Johnson is a fee-only financial advisor at Birchcreek Wealth Management in Miami Township, Ohio, who holds the CFP credential. Daniel charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Divorced individuals
Facts
| Firm | Birchcreek Wealth Management |
|---|---|
| Based in | Miami Township, Ohio |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $300.1M across 195 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5169351 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.birchcreekwealth.com |
| Profile |
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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 Birchcreek 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, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Daniel charge?
According to Birchcreek Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Daniel work with clients virtually?
Yes. Birchcreek Wealth Management says on its website that it works with clients remotely.
Where is Daniel Johnson based?
Daniel Johnson is based in Miami Township, Ohio.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning, divorce financial planning, family wealth transfer and small business owners. Daniel works with retirees, pre-retirees, multi-generational families and divorced individuals.
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 OH and TX (CRD 5169351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchcreek Wealth Management manage?
Birchcreek Wealth Management reports $300.1M across 195 accounts in assets under management.
How do I contact Daniel Johnson?
Through Daniel's website, www.birchcreekwealth.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
- Birchcreek 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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