Daniel Johnson
Forward Thinking Wealth Management · Copley, Ohio
Daniel Johnson is a fee-only financial advisor at Forward Thinking Wealth Management in Copley, Ohio, who holds the CFP credential. Daniel charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on physicians & residents, flat-fee planning and tax planning.
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Specialties
Who they serve
- Physicians
- High earners
- Retirees
Facts
| Firm | Forward Thinking Wealth Management |
|---|---|
| Based in | Copley, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $45.6M across 68 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5186023 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | forwardthinkingwm.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 Forward Thinking 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 flat fee or retainer and an ongoing planning fee.
How much does Daniel charge?
According to Forward Thinking Wealth Management's website, checked October 30, 2026: ongoing planning from $12,000 a year.
Does Daniel work with clients virtually?
Yes. Forward Thinking Wealth Management says on its website that it works with clients remotely.
Where is Daniel Johnson based?
Daniel Johnson is based in Copley, Ohio.
What does Daniel specialize in?
Daniel's specialties include physicians & residents, flat-fee planning, tax planning and retirement planning. Daniel works with physicians, high earners and retirees.
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 5186023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forward Thinking Wealth Management manage?
Forward Thinking Wealth Management reports $45.6M across 68 accounts in assets under management.
How do I contact Daniel Johnson?
Through Daniel's website, forwardthinkingwm.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
- Forward Thinking 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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