Daniel Johnson
Familyroot Wealth Advisors · Newnan, Georgia
Daniel Johnson is a fee-only financial advisor at Familyroot Wealth Advisors in Newnan, Georgia. Familyroot Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Familyroot Wealth Advisors |
|---|---|
| Based in | Newnan, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.2M across 27 accounts |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 5978973 |
| Exams passed | Series 63 (2012) · Series 66 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.familyrootwealth.com |
| Profile |
How Daniel's firm compares
- Familyroot Wealth Advisors's average account is about $193,000, from its Form ADV (assets managed divided by 27 accounts).
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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 Familyroot Wealth Advisors 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's firm, Familyroot Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Johnson based?
Daniel Johnson is based in Newnan, Georgia.
Is Daniel Johnson registered with the SEC?
Yes. Daniel Johnson is registered as an investment adviser representative in FL, GA and TX (CRD 5978973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Familyroot Wealth Advisors manage?
Familyroot Wealth Advisors reports $5.2M across 27 accounts in assets under management.
How do I contact Daniel Johnson?
Through Daniel's website, www.familyrootwealth.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
- 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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